Ms. Maidman joined First Republic from Credit Suisse in 2015. She has over 22 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 and dedication has led to recognition on a number of industry rankings, including Forbes Best-In-State Wealth Advisors in 20191 and Barron’s Top Advisors, on which she has ranked from 2010 to 20192 — a decade-plus honor that has led to her being named a Barron’s Hall of Fame advisor.3 She has contributed to Time magazine (2003)4 and CNBC (2010 and 2011).5
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: Since 1996
1Recognized as No. 9 on Forbes Best-In-State Wealth Advisor, February 22, 2019.
2Recognized 2010-2015, 2017 and 2018 by Barron’s as one of the Top Women Financial Advisors and in 2019 as one of the Top 100 Financial Advisors and Top 50 Private Wealth Management Teams. 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.
3To become a Barron’s Hall of Fame advisor, candidates must place on one of the publication’s industry-leader rankings for at least 10 years: the Barron's Top 100 Financial Advisors, the Barron’s Top 100 Independent Advisors or the Barron’s Top Women Financial Advisors.
4Dagny Maidman featured in Time magazine article, “Investing in a Recovery,” September 8, 2003.
5Dagny Maidman featured in CNBC articles: “Strategy for Selling Puts: Credit Suisse Exec,” September 29, 2010, “Betting on Munis? Brace for Volatility,” February 1, 2011, and video: “Selling Puts to Get Long Stocks You Want to Own,” February 1, 2011.
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