- Wealth Management Experience: Since 1999Daniel Gallagher is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Gallagher joined First Republic in 2023. Prior to joining First Republic, Mr. Gallagher was a Senior Director of Wealth Management at BNY Mellon Wealth Management, where he worked for 23 years. Mr. Gallagher focuses his practice on successful individuals and their families, which includes business owners, corporate executives and professionals, and inherited wealth. Mr. Gallagher and his team help clients with asset allocation, cash flow projections and estate planning strategies that allow them to maintain their lifestyle and provide for future generations and charity. Mr. Gallagher has been active in his local community for many years as a youth sports coach.
- Professional DesignationsHe holds the professional designation of Chartered Financial Analyst®.
- EducationMr. Gallagher earned his bachelor of business administration in finance from Isenberg School of Management, UMass Amherst.
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