Industry Accolades
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience Since 1982Craig Valdes is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic, Mr. Valdes spent nine years as a Portfolio Manager at Malcolm H. Gissen & Associates Inc. where he provided investment management services to high net worth individuals. Prior to Malcolm H. Gissen & Associates Inc., Mr. Valdes was a Co-Founder and Senior Portfolio Manager at Genesis Capital Management, LLC, where he managed all aspects of the client business and implemented proprietary investment strategies intended to help achieve his client's financial goals.
- EducationMr. Valdes studied Finance and Economics at the University of Nevada, Las Vegas.
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