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David Stecker is a Senior Vice President and Wealth Manager with First Republic Investment Management.
Before joining First Republic in 2021, Mr. Stecker spent over 20 years at Citi Personal Wealth Management. Most recently he was a Vice President and Senior Wealth Advisor. As a CFP® professional, Mr. Stecker utilizes an intense focus on holistic multigenerational family planning. His expertise in tax planning, estate planning, portfolio construction and risk management has enabled him to serve a wide variety of wealthy clientele in the accumulation, preservation and distribution phases of the financial life cycle.
Professional Designation
He is a CERTIFIED FINANCIAL PLANNER™ certificant and received his certification at New York University.
Education
Mr. Stecker graduated cum laude with a Bachelor of Business Administration degree from the Zicklin School of Business at Bernard M. Baruch College.