- Wealth Management Experience: Since 2014Lissa Silva is a Managing Director and Wealth Advisor with First Republic Investment Management. Ms. Silva provides tailored advice and guidance to individuals and families, helping them preserve, deploy and transfer their wealth more effectively. Ms. Silva’s direct experience as an advisor and a team leader allows her to connect clients to the resources and capabilities they need, enterprise wide. She offers a holistic perspective, examining both sides of the balance sheet for possible efficiencies, while remedying gaps. She also orchestrates the efforts of wealth management specialists, directing cohesive strategies in multiple disciplines: investing, banking and lending, trust and estate planning, and philanthropy. A natural problem-solver, Ms. Silva enjoys making clients’ lives easier, helping them pursue their goals with poise and confidence. Ms. Silva joined First Republic from Bank of America, where she spent four years developing wealth management and banking relationships with a wide range of high net worth individuals and families as a Senior Vice President and Private Client Advisor. Prior to Bank of America, Ms. Silva was a Senior Private Banker with Wells Fargo Private Bank for over four years and a Team Leader in Commercial Real Estate Finance at M&T Bank for seven years.
- EducationMs. Silva earned a B.A. in Economics from Universidade Lusíada of Oporto, Portugal, and is fluent in Portuguese.
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