Maureen McNally is a Managing Director and Wealth Manager at First Republic Investment Management.
Ms. McNally has over a decade of experience in the wealth management industry. At First Republic, she creates customized portfolios for individuals, small businesses and nonprofit organizations. Prior to First Republic, she held positions at Morgan Stanley and UBS as a Senior Client Service Associate. In recognition for her work, Ms. McNally was recognized by Forbes as a Top Next-Gen Wealth Advisor in 2017 and 2018.1
Active in her community, Ms. McNally serves as a mentor with Student Sponsored Partners, a local nonprofit dedicated to providing low-income students with a high-quality and private high school education as well as SHE-CAN, a Bay-area non-for-profit using education to empower low-income young women in countries restoring peace.
Ms. McNally earned her bachelor’s degree in Finance from Providence College. There, she was a member of the Division I Women’s Swim Team. She also holds the Chartered Financial Analyst® designation, and is a member of the New York Society of Security Analysts and CFA Institute.
Wealth Management Experience: Since 2006
1To qualify for the Forbes top millennial advisors, SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Ranking is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. For more information see www.SHOOKresearch.com.
Check the background of this investment professional on FINRA's BrokerCheck.