Brian P. Nagle
Brian P. Nagle
Mr. Nagle specializes in the design and management of equity and balanced portfolios for ultra high net worth individuals, trusts, endowments and foundations.
Prior to joining First Republic in 2013, Mr. Nagle was a Vice President and Senior Portfolio Manager at BNY Mellon Wealth Management, where he was responsible for managing large and complex family and trust relationships. He was also a member of BNY Mellon’s Closely Held Business and Trust Administrative Committees. Prior to joining BNY Mellon, Mr. Nagle was a Manager with Ernst & Young’s Personal Financial Counseling practice.
Active in the estate planning and business community, Mr. Nagle was an adjunct professor for the Master of Science in Taxation program at Suffolk University’s Sawyer School of Management for more than two decades. He is also a Co-founder of the Family Business Association, the leading independent nonprofit organization serving family business enterprises.
Mr. Nagle was recognized as a Best-in-State Wealth Advisor by Forbes in 2020.
Mr. Nagle earned his Master of Laws in Taxation and a Certificate in Employee Benefits from Georgetown University Law Center, a Juris Doctorate from Ohio Northern University College of Law and a Bachelor of Arts in Economics from Fairfield University.
Wealth Management Experience: Since 1989
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