- Wealth Management Experience Since 1994Terence Condren is a Managing Director and Advanced Planner with First Republic Investment Management. Mr. Condren joined First Republic in 2019. In his current role, Mr. Condren works with his clients to improve their lives and help them create a meaningful legacy. He was a practicing trusts and estates attorney from 1994 to 1998, at which time he left the practice of law to focus on advising clients across all areas of estate and financial planning. Mr. Condren partners with his clients by aligning their investment, estate planning and philanthropic goals. He has extensive experience with personal income, estate, gift and trust tax disciplines, advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions, and stock option and restricted stock complexities. He also analyzes clients’ estate planning documents to help ensure that the plan accurately reflects each family’s philosophy, needs and objectives. Prior to joining First Republic, he was an Executive Director and Senior Wealth Strategist at UBS Financial Services.
- Professional DesignationMr. Condren is a CERTIFIED FINANCIAL PLANNER™.
- EducationMr. Condren earned dual degrees in Psychology and English from Ithaca College and a J.D. from Northeastern University School of Law.
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