Craig Valdes

Craig Valdes

Wealth Manager, First Republic Investment Management
San Francisco

Craig Valdes

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1982
    Craig 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.
  • Community Involvement
    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.
  • Education
    Mr. Valdes studied Finance and Economics at the University of Nevada, Las Vegas.
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