Dagny Maidman

Dagny Maidman

Wealth Manager, First Republic Investment Management
San Francisco

Dagny Maidman is a Senior Managing Director and Wealth Manager on the Maidman/Chase/Ralston team 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 has led to recognition in Barron’s as a Top Advisor for many years1 (featured in 2010) one of Forbes “Best-In-State Wealth Advisors” (2019)2 and to contributions to Time Magazine (2003)3 and CNBC (2010, 2011, 2011)4.

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 from 2010-2015, 2017, 2018 by Barron’s as one of the “Top Women Financial Advisors.” Recognized 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.
2Recognized as Number 9 on Forbes “Best-In-State Wealth Advisor,” February 22, 2019.
3Dagny Maidman featured in Time Magazine article, “Investing in a Recovery,” Monday, September 8, 2003.
4Dagny Maidman featured in CNBC articles: “Strategy for Selling Puts: Credit Suisse Exec,” Wednesday, September 29, 2010, “Betting on Munis? Brace for Volatility,” Tuesday, February 1, 2011, and video: “Selling Puts to Get Long Stocks You Want to Own,” Tuesday, February 1, 2011.

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