

- Wealth Management Experience: Since 1985Brenda Travaglini is a Managing Director and Wealth Manager with First Republic Investment Management. Ms. Travaglini joined First Republic in 2023. Prior to that , she was a Senior Wealth Director at BNY Mellon Wealth Management, which she joined in 1985. Ms. Travaglini has over 30 years of wealth management experience connecting with a broad array of clients. She focuses on understanding each client’s values, goals and concerns, then deploys a customized service team and comprehensive set of solutions that will maximize after-tax results and bring peace of mind to each client. Ms. Travaglini specializes in working with business owners, pre- and post-transaction, as well as in multigenerational wealth and the unique issues of each family she works with. Ms. Travaglini has been active in her local community with Cradles to Crayons, an organization that provides young low-income children with the essential items they need to thrive — at home, at school and at play. She helps raise awareness of this organization in schools and throughout the community.
- EducationMs. Travaglini earned her bachelor of science in business administration and management from Boston University.
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Week in Review: November 4, 2022