- Wealth Management Experience Since 1990Joseph Dionisio is a Senior Managing Director and Advanced Planner at First Republic Investment Management. In his role as Advanced Planner, Mr. Dionisio works with high net worth and ultra high net worth individuals to provide comprehensive financial planning services. These services include the design and implementation of complex financial, estate and charitable giving plans. Mr. Dionisio has close to three decades of experience providing comprehensive advanced planning advice to ultra high net worth clients. Prior to joining First Republic in 2015, Mr. Dionisio was a Director of the Trust and Estate Planning Department at Deutsche Bank and Senior Vice President and Wealth Strategist at Wells Fargo. His previous experience also includes a role as Vice President of Financial Planning Services at Bank of New York Mellon. He has conducted numerous seminars, and for the past 14 years has lectured at the Florida Bankers Association Wealth Management School. He also holds a life insurance license.
- Professional DesignationMr. Dionisio is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationHe holds a Masters of Business Administration from Long Island University and a Bachelors in Business Administration with a concentration in the area of Banking and Finance from Hofstra University.
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