Larry Rothenberg

Larry Rothenberg

Wealth Manager, First Republic Investment Management
New York
Industry Accolades
  • Top Advisor Rankings by State
    Barron's, 2019-2021
  • Top Advisor Rankings by State
    Forbes, 2019-2022
  • America's Top Next-Gen Wealth Advisors
    Forbes, 2022

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Larry Rothenberg

Wealth Manager, First Republic Investment Management
New York
  • Wealth Management Experience Since 1983
    Larry Rothenberg is a Senior partner in a team of wealth managers at First Republic Investment Management. Mr. Rothenberg joined First Republic in 2017 after more than 20 years at Merrill Lynch where he co-founded his team. As an advisor to his clientele, Mr. Rothenberg works closely with clients to provide comprehensive financial services to families, corporate executives, professionals, business owners and their businesses. Mr. Rothenberg and his partners have built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client service associates that provides clients the best of both worlds: the intimacy and personal touch of a small, specialized financial planning boutique, along with the vast resources of a large private bank like First Republic. Collectively, the team advises a group of clients that have entrusted them with over $2 billion in assets.* Mr. Rothenberg provides clients with comprehensive financial planning, including investment management, tax minimization strategies, retirement analysis, trust and estate planning, and other wealth management services. His clients are wealthy families, corporate executives, professionals, business owners and their businesses
  • Community Involvement
    Active in his local community, Mr. Rothenberg serves on the board of governors or the board of trustees at the following institutions: Jewish Federation of Greater Metrowest, NJ, Daughters of Israel Nursing Home, Golda Och Academy, and The Rabbinical College of America.
  • Education
    Mr. Rothenberg graduated from George Washington University with a bachelor's degree in Political Science. Has 39 years of Wealth Management Experience.
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