- Wealth Management Experience Since 2011Bonnie Leibowitz is a Managing Director and Advanced Planner with First Republic Investment Management. Ms. Leibowitz joined First Republic in 2019. Ms. Leibowitz works with individuals, families and business owners, engaging them in the comprehensive financial planning process. Her areas of focus include estate and multi-generational planning, business continuity and succession planning and divorce planning. Ms. Leibowitz joined First Republic in 2019. Prior to joining First Republic, she was a Vice President and Senior Wealth Strategist at PNC Wealth Management. Prior to that, Ms. Leibowitz was a Manager and Wealth Planner at Deloitte and Wells Fargo Private Bank as a Wealth Planner. Earlier in her career, Ms. Leibowitz practiced law as a tax, trusts and estate attorney with the New Jersey based firm Brach Eichler and later in New York with the firm of McLaughlin and Stern. Ms. Leibowitz is admitted to the New Jersey and New York Bars and holds the Certified Divorce Financial Analyst® designation from the Institute for Divorce Financial Analysts.
- Professional DesignationMs. Leibowitz holds the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards, Inc.
- EducationMs. Leibowitz earned her Juris Doctor from Rutgers Law School-Newark, her Masters of Laws (in taxation) from New York University Law School, her Masters of Business Administration from Rutgers Business School with a concentration in Finance, and her Bachelor of Arts in Mathematics and Philosophy from Boston College.
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