Dagny Maidman

Dagny Maidman

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Barron’s Hall of Fame Advisor
    Barron's, 2019

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Dagny Maidman

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1996
    Dagny Maidman is a Senior Managing Director and Wealth Manager at First Republic Investment Management. Ms. Maidman joined First Republic from Credit Suisse in 2015. She has over 22 years of experience assisting ultra high net worth families grow and preserve wealth. As an investment manager, she specializes in providing creative, thoughtful, tax-sensitive investment solutions, with special attention given to risk mitigation. Her managed portfolios strategies are biased toward liquid investments and, where appropriate, she uses equity options to exploit volatility, generate income and reduce risk. As a financial advisor, Ms. Maidman is skilled at identifying and prioritizing planning issues and plays a key role in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants and family office personnel. A lawyer by training, she practiced as a corporate litigator before transitioning to the financial field in 1996. Ms. Maidman began her financial advisory career at Montgomery Securities and continued her practice at Lehman Brothers and Credit Suisse before joining First Republic.
  • Education
    Ms. Maidman earned her bachelor’s degree cum laude from Williams College and her J.D. from Yale Law School.
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