

Dagny Maidman
Senior Managing Director, Wealth Manager
First Republic
United States, Montana, Bozeman
About Me
Dagny Maidman is a Wealth Manager with J.P. Morgan Wealth Management. Ms. Maidman joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Maidman was a Wealth Manager at First Republic since 2015. A lawyer by training, she practiced as a corporate litigator before transitioning to the financial field in 1996. Ms. Maidman began her financial advisory career at Montgomery Securities and continued her practice at Lehman Brothers and Credit Suisse before joining First Republic. She has over 26 years of experience partnering with clients to grow and preserve their wealth. She specializes in providing creative, thoughtful, tax-sensitive investment solution
Profile Information
Senior Managing Director, Wealth Manager
First Republic
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bozeman
Montana
United States
May 28, 2024
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