- Wealth Management Experience Since 2002Laurel Norris is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2021, Ms. Norris was a Managing Director and Senior Portfolio Manager at Abbot Downing. She joined Wells Fargo in 2003 and Abbot Downing in 2006, previously holding roles within the Family Wealth Group and the Private Bank. Ms. Norris uses her years of experience working with ultra high net worth families and charitable organizations to develop comprehensive wealth management solutions through a thoughtful and disciplined planning process. She is particularly skilled in managing multi-asset class portfolios with expertise in tax-efficiency and alternative investments.
- Community InvolvementActive in her local community, Ms. Norris coaches youth volleyball and is involved in children’s school fundraising activities.
- Professional DesignationShe is a Certified Investment Management Analyst® (CIMA®) professional and holds the professional designation of Chartered Alternative Investment Analyst℠ (CAIA®).
- EducationMs. Norris earned her bachelor’s degree in Business Economics from Brown University.
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