Joseph L. Duarte

Joseph L. Duarte

Wealth Manager, First Republic Investment Management
New York
Industry Accolades
  • Top 100 Private Wealth Management Teams
    Barron's, 2022
  • Best-in-State Wealth Management Teams
    Forbes, 2023

The Barron's Top 100 Private Wealth Management Teams ranking reflects a variety of team factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. This ranking does not predict or rate any client's investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron's rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Joseph L. Duarte

Wealth Manager, First Republic Investment Management
New York
  • Wealth Management Experience Since 1993
    Joseph L. Duarte is a Managing Director, Wealth Manager and Co-Lead of the Zipper Duarte Team at First Republic Investment Management. Prior to joining First Republic in 2020, Mr. Duarte was a Managing Director at J.P. Morgan Securities. His career in finance, nearly three decades long, includes time at Bear Stearns as a Managing Director, and as a co-founder and owner of a boutique investment firm and broker-dealer in New York. He provides a comprehensive approach to investing and tailors a plan to meet the needs of each client and family that he serves, supported by his years of experience and industry understanding.
  • Community Involvement
    Active in his local community, Mr. Duarte is an alumni board member of Port Washington Youth Activities, a nonprofit that instills the values of teamwork, dedication and community through youth sports programs. In 2016, he was inducted into the organization’s Hall of Fame for his many years of dedicated community service.
  • Professional Designation
    He holds the professional designation of Accredited Investment Fiduciary®.
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