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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
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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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