First Republic Investment Management
First Republic Private Wealth Management
947 SW Broadway
Portland, OR 97205
Office: (503) 471-4923
Mobile: (503) 686-4323
Kathy Calcagno is a Managing Director and Wealth Advisor at First Republic Investment Management.
Ms. Calcagno joined First Republic in 2012. She has over 30 years of experience in working with CEOs, business owners, company executives, charitable organizations, large and ultra-high net worth families. Ms. Calcagno has worked on some of the most complex issues for clients in all areas of Banking, Credit, Trust and Estate Planning, Professional Asset Management, Retirement, and Life Insurance. She takes a full balance sheet approach with every client to help them develop their financial legacy and achieve their wealth management goals.
An active member of the community, Ms. Calcagno is currently serving on the Board of Directors for The Children’s Trust Fund of Oregon, The Valley Catholic Foundation, Camp Ukandu, and The Grotto. In the past, she has served on the Boards of The Leukemia and Lymphoma Society of Oregon, Trillium Family Services, The Brian Grant Foundation, and Friends of the Children-Fast Friends. Ms. Calcagno has also served as a guest lecturer at Portland State University for various Marketing and Sales classes.
Ms. Calcagno graduated from the American Banker’s Association National Trust and Graduate Trust Schools with Honors.