- Wealth Management Experience Since 1991Pam Knight is a Managing Director and Senior Advanced Planner at First Republic Investment Management. Ms. Knight joined First Republic in 2017 and has over 25 years of experience working with ultra-high net worth families. Ms. Knight works with clients and their advisors to design their financial, estate and charitable giving plans. Some of her areas of focus include pre-liquidity planning (IPO or sale), trust, estate and multi-generational planning, philanthropic planning, employee equity incentive planning (RSUs and stock options) and concentrated stock analysis to name a few. Prior to joining First Republic, Ms. Knight worked as a Private Wealth Consultant at RBC Wealth Management for over 10 years. Prior to RBC, Ms. Knight worked at the SF-based boutique investment bank, Montgomery Securities, where she worked with many pre-IPO companies. Through various mergers and acquisitions, Montgomery ended up the Bank of America platform where she continued to serve as a Wealth Strategist. Ms. Knight is a licensed Certified Public Accountant for the State of California and had previously worked in Public Accounting as a Tax Manager working with closely-held family businesses primarily owning real estate. Ms. Knight also holds the Personal Financial Specialist (PFS) designation issued to CPAs.
- Professional DesignationShe holds the Certified Trust and Financial Advisor (CTFA) designation issued by American Bankers Association.
- EducationMs. Knight earned her B.S. in Accounting from California State University, Fullerton and her Masters in Taxation from Golden Gate University.
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