- Wealth Management Experience Since 2007Michael Morrone is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Morrone joined First Republic in 2021. Prior to joining First Republic, Mr. Morrone was a Managing Director and Relationship Manager at Abbot Downing, where he was responsible for managing complex client relationships, including asset management, planning, family dynamics, banking and fiduciary services. His client base includes, but is not limited to, ultra high net worth families and charitable organizations. Before his tenure at Abbot Downing, he served as a Senior Financial Planner in Wells Fargo’s Wealth Planning Center focusing on comprehensive wealth management solutions for ultra high net worth clients with an emphasis on sophisticated wealth transfer planning techniques, income tax planning, charitable giving, family governance planning and securities issues. Prior to his career in Wealth Management, Mr. Morrone was a Marketing Consultant for New Canoe and a Promotions Manager for Microsoft’s Sidewalk.com.
- EducationMr. Morrone earned a bachelor’s degree from Colgate University majoring in History and minoring in Political Science. He received his JD from New England School of Law and his LLM in Corporate and Business Law from the University of San Diego School of Law.
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