Kathy Calcagno

Kathy Calcagno

Wealth Advisor, First Republic Investment Management
Portland, OR
Kathy Calcagno is a Managing Director and Wealth Advisor at First Republic Investment Management. 

Ms. Calcagno joined First Republic in 2012.  She has over three decades of experience in working with high and ultra-high net worth individuals including company executives, and business owners as well as  charitable organizations. Ms. Calcagno has worked on some of the most complex issues for her clients in all areas of banking, credit, trust and estate planning, professional asset management, retirement, and life insurance. She takes a full balance sheet approach with every client to help them develop their financial legacy and achieve their wealth management goals.   

An active member of the community, Ms. Calcagno is currently serving on the Board of Directors for The Children’s Trust Fund of Oregon and The Valley Catholic Foundation. In the past, she has served on the boards of The Leukemia and Lymphoma Society of Oregon, Trillium Family Services, The Brian Grant Foundation, Camp Ukandu, Friends of the Children-Fast Friends and The Grotto. Ms. Calcagno has also served as a guest lecturer at Portland State University for various marketing and sales classes.  

Ms. Calcagno graduated from the American Banker’s Association National Trust and Graduate Trust Schools with Honors.
 
Wealth Management Experience: Since 1988

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