Alexis Kappe

Alexis Kappe is an experienced finance and client services professional with a diverse background in banking and management. Currently serving as Vice President of Client Services at NewEdge Wealth since June 2023, Alexis previously held the role of Senior Preferred Banker and Executive Assistant at First Republic Bank from July 2018 to July 2023. Prior experience includes positions as HR/Office Manager and Financial Accounting Analyst/Office Manager at Mission Pets, Inc. from May 2016 to December 2017, as well as serving as Relationship Manager and Sales Support Specialist at Bank of America from August 2012 to April 2016. Alexis earned a Bachelor’s Degree in Business Administration and Management with a minor in Finance from Golden Gate University in 2013.