David Dudek

David Dudek

Wealth Manager, First Republic Investment Management
San Francisco

David Dudek is a Vice President and Wealth Manager with First Republic Investment Management.

In his current role, Mr. Dudek develops customized investment strategies and financial plans for families and institutions, specializing in portfolio construction and individual security selection.

Mr. Dudek joined First Republic in 2014 as a Research Analyst and Equity Portfolio Strategist, where he assisted with the construction of First Republic’s equity strategies, specializing in the healthcare and technology sectors. Previously, he worked in the business valuation group of Andersen Tax valuing privately-held companies. He began his career at Texas Instruments in the finance department.

Mr. Dudek received his bachelor’s degree in Business Administration from California Polytechnic State University, San Luis Obispo, concentrating in Finance and Economics. He holds the Chartered Financial Analyst® designation.

Mr. Dudek is a member of the CFA Institute and CFA Society San Francisco, where he serves as a peer mentor and contributes actively as an educational and community service volunteer.

Wealth Management Experience: Since 2010

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