David Guthrie Email & Phone Number

New York, Ny, Us

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San Francisco, Ca, Us

Before joining First Republic in 2021, Mr. Guthrie spent more than 18 years at Citi Personal Wealth Management. Most recently he was a Director and Senior Wealth Advisor, where he was responsible for managing over 4 billion dollars in assets under management. Mr. Guthrie’s areas of expertise include fixed income, exchange-traded funds, cash management solutions, options, individual equities and is dedicated to serving the needs of clients through providing holistic wealth management solutions.

New York, New York, Us

David Guthrie has been in Wealth Management and Banking for 18 years with Citigroup. He has been recognized as one of the top 25 bank investment consultants in the country. His team’s high touch service model and dedication to its investment process is what separates it from the competition.In 2009, David was named to the prestigious Blue Chip Council, a recognition awarded to Financial Advisors who demonstrate the highest professional standards in addition to excellence in client service. He is currently a member of the Madison Group which is a private Wealth Management team that works with high net worth clients, corporations and institutional clients.David is a graduate of Hofstra University with a Bachelors Degree in Business Administration majoring in Finance. He sits on the Investment Committee of the Madison Group where he benefits from personally meeting with leading economists and portfolio managers across the financial services industry. David’s areas of experience include individual equities, fixed income, exchange traded funds, equity and fixed income syndicate (new issues/offerings), mutual funds and options. His main objective is to meet and secure the financial goals of the investor.