Ed Wentzheimer is a Managing Director and Wealth Manager with First Republic Investment Management.
Mr. Wentzheimer joined First Republic in 2021. Prior to joining First Republic, he was a Senior Vice President at Morgan Stanley, which he joined in 2010 from UBS Financial Services. Mr. Wentzheimer utilizes his years of wealth management experience to provide comprehensive wealth planning and risk-managed investment guidance to ultra high net worth families, corporate executives, entrepreneurs and retirees. He specializes in the following key areas: concentrated equity positions, multigenerational legacy and philanthropic advisory services, as well as complex retirement and estate planning solutions.
Mr. Wentzheimer has been active in his local community for many years. He currently serves on the board of directors for the Center for Hearing and Communication in NYC and is also a finance committee member.
Mr. Wentzheimer holds the professional designations of Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor℠.
Mr. Wentzheimer earned his bachelor’s degree in Sociology from the University of Oklahoma.