- Wealth Management Experience Since 2010Mark Grande is a Wealth Manager at First Republic Investment Management. Mr. Grande and his team provide tailored investment strategies and cohesive implementation to a select group of individuals, and families across the United States. Having worked extensively with large multigenerational families, Mr. Grande is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth. He works with clients on pre- and post-liquidity planning, asset allocation construction, single stock risk management and diversification, estate planning strategies, cash flow modeling, trust-related issues, and tax-planning. Mr. Mark Grande joined First Republic in 2014. Prior to joining First Republic, he worked in NEPC’s Boston & Chicago offices within the Endowments & Foundations team.
- Community InvolvementActive in his community, Mr. Grande has been a member of the Big Brothers Big Sisters program and coached local youth sports teams.
- EducationMark Grande earned his Bachelor of Arts in Economics from Bates College. Mr. Grande is a CFA charterholder.
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