- Wealth Management Experience Since 1996Denis Toner is a Senior Managing Director and Wealth Manager at First Republic Investment Management. Mr. Toner has been with First Republic since 2005. Prior to joining First Republic, he spent eight years with Citigroup Asset Management, where he served as Managing Director/Head of U.S. portfolio management for an investment team that was responsible for a $9 billion U.S. investment strategy focused on families, foundations and fund management. During his tenure with Citigroup, he served on the board of directors for Citigroup Trust N.A. Florida/California, as Chairman of the Personal Investment Review Committee, as Chairman of the Collective Investment Funds and was on the Citigroup Global Asset Management Committee. He also directly managed $1.1 billion in family/foundation assets and another $900 million between the Citibank Equity Fund and Citibank Balanced Fund. Prior to his tenure with Citigroup, Mr. Toner was a Vice President/Senior Portfolio Manager at Bankers Trust Company in New York City. Over the course of his career in the investment management business, Mr. Toner has specialized in the management of customized portfolios for Ultra High Net Worth families, Trusts, Endowments and Foundations.
- Community InvolvementMr. Toner serves as the chair of the GMP Fund for the Harvard Business School. He also serves as the Vice Chairman of the board of trustees for the Weston Public Library and is the past Finance Chair of the Children’s School of Science (Woods Hole, MA).
- EducationMr. Toner is a graduate of the Harvard Business School and has a Bachelor of Arts from Dickinson College.
Check the background of the firm and its investment professionals on .