Mr. MacDonald joined First Republic in 2018. Prior to joining First Republic, Mr. MacDonald was a Senior Vice President with the Wells Fargo Private Client Group where he advised on and implemented tailored strategies for his high net worth clientele.
Mr. MacDonald has been recognized by Forbes in 2017 as a top Next Generation Wealth Advisor.1
Mr. MacDonald is a graduate of Phillips Academy Andover and holds a Bachelor of Arts in communication from Boston University. He is a member of the Advisory Board of the Center for Investment Wealth Management at the University of California Irvine’s Paul Merage Business School. Mr. MacDonald also holds a CRPC® designation
Wealth Management Experience: Since 2006
Check the background of this investment professional on FINRA’s BrokerCheck.