Dagny Maidman

Portfolio Manager, First Republic Investment Management

Northern California

Dagny Maidman is a Managing Director and Portfolio Manager on the Maidman/Chase/Ralston team at First Republic Investment Management.

Ms. Maidman joined First Republic from Credit Suisse in 2015. She has 19 years of experience assisting ultra-high net worth families grow and preserve wealth. As an investment manager, she specializes in providing creative, thoughtful, tax-sensitive investment solutions with special attention given to risk mitigation. Her managed portfolios strategies are biased toward liquid investments and where appropriate, she uses equity options to exploit volatility, generate income and reduce risk. As a financial advisor, Ms. Maidman is skilled at identifying and prioritizing planning issues and plays a key role in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants and family office personnel. Her work has led to recognition in Barron’s as a Top Advisor for many years* (featured in 2010) and to contributions to Time Magazine (2003) and CNBC (2010, 2011, 2011).

Ms. Maidman earned her Bachelor’s degree cum laude from Williams College and her J.D. from Yale Law School. A lawyer by training, she practiced as a corporate litigator before transitioning to the financial field in 1996. Ms. Maidman began her financial advisory career at Montgomery Securities and continued her practice at Lehman Brothers and Credit Suisse before joining First Republic.

Wealth Management Experience: 19 years

*Recognized from 2010-2015 by Barron’s as one of the “Top Women Financial Advisors.” The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes.

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