H. Denis Toner III

H. Denis Toner III

Wealth Manager, First Republic Investment Management

Denis Toner is a Senior Managing Director and Wealth Manager at First Republic Investment Management.

Mr. Toner has been with First Republic since 2005. Before joining the First Republic, he spent eight years with Citigroup Asset Management , he served as Managing Director/Head of U.S. portfolio management for an investment team that was responsible for a $9 billion U.S. investment strategy focused on families, foundations and fund management.  During his tenure with Citigroup, he served on the board of directors for Citigroup Trust N.A. Florida/California, Chairman of the Personal Investment Review Committee as well as the Collective Investment Funds and served on the Citigroup Global Asset Management Committee.  He also directly managed $1.1 billion in family/foundation assets and another $900 million between the Citibank Equity Fund and Citibank Balanced Fund.  Prior to his tenure with Citigroup, Mr. Toner was a Vice President/Senior Portfolio Manager at Bankers Trust Company in New York City. During his tenure in the investment management business, Mr. Toner has specialized in the management of customized portfolios for Ultra High Net Worth individuals, Trusts, Endowments and Foundations.  

Mr. Toner serves as the chair of the GMP Fund for the Harvard Business School.  He also serves as the Vice Chairman of the board of trustees for the Weston Public Library and is the past Finance Chair of the Children’s School of Science (Woods Hole, MA).  

Mr. Toner is a graduate of the Harvard Business School and has a Bachelor of Arts degree from Dickinson College.  He also is a member of the New York Society of Security Analysts.

Wealth Management Experience: Since 1996

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