Dagny Maidman is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
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 have led to continuous recognition on a number of industry rankings, including: Forbes Best-In-State Wealth Advisors, Barron’s Top 100 Financial Advisors, Barron’s Top Advisor Rankings by State, Barron’s Top 100 Women Financial Advisors and Barron’s Top 100 Independent Advisors. Her team has been named as one of Barron’s Top 50 Private Wealth Management Teams. Additionally, she was recognized as a Barron’s Hall of Fame Advisor in 2019. She has contributed to Time magazine and CNBC.
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
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