Daniel J. Grover

Portfolio Manager, First Republic Investment Management

Northern California

Daniel Grover is a Managing Director and Portfolio Manager at First Republic Investment Management.

Prior to joining First Republic in 2012, Mr. Grover was a partner and Director of Investment Services at Astera Financial Group, LLC where he also served as President and Chief Compliance Officer. Immediately prior to joining Astera in 2008, he was a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC. In that role, Mr. Grover directed a team of advisors that managed assets totaling in excess of one billion dollars. Prior to becoming a Regional Sales Manager, he was a Private Client Manager for Wells Fargo where he worked directly with clients in developing their investment strategies and provided them with comprehensive investment and financial advice.

Mr. Grover received a Bachelor of Arts in economics and a Bachelor of Arts in European history from the University of California at Santa Cruz. He received his Certified Retirement Plan Specialist designation from the College for Financial Planning in Denver and is also an Accredited Investment Fiduciary.

Wealth Management Experience: 18 Years

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