Joseph L. Duarte

Joseph L. Duarte

Wealth Manager, First Republic Investment Management
New York
Joseph L. Duarte is a Managing Director and Wealth Manager with First Republic Investment Management.

Prior to joining First Republic in 2020, Mr. Duarte was a Managing Director at J.P. Morgan Securities. His career in finance, nearly three decades long, includes time at Bear Stearns as a Managing Director, and as a co-founder and owner of a boutique investment firm and broker-dealer in New York. He provides a comprehensive approach to investing and tailors a plan to meet the needs of each client and family that he serves, supported by his years of experience and industry understanding.

Active in his local community, Mr. Duarte is an alumni board member of Port Washington Youth Activities, a nonprofit that instills the values of teamwork, dedication and community through youth sports programs. In 2016, he was inducted into the organization’s Hall of Fame for his many years of dedicated community service.

He holds the professional designation of Accredited Investment Fiduciary®.

Wealth Management Experience: Since 1993