Wealth Management Team Led by Ed Wentzheimer Joins First Republic in New York
First Republic Bank (NYSE:FRC) announced the addition of a new seven-member team led by Ed Wentzheimer to its Investment Management division in New York City. Wentzheimer, serving as Managing Director and Wealth Manager, brings extensive experience from Morgan Stanley and UBS. Other team members include Senior Vice Presidents Howard Horowitz, Jeffrey Rozenberg, and Michael Yeung, along with Vice President Sebastian Komuda and Client Relationship Director Amanda Ricchiuti. The team aims to enhance wealth management services including portfolio management and retirement planning for various clients.
- Addition of experienced team members enhances wealth management services.
- Team led by Ed Wentzheimer has a strong track record in wealth management.
- Expansion of First Republic's investment management capabilities in New York.
- None.
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a seven-member team led by Ed Wentzheimer has joined First Republic Investment Management in New York City.
Wentzheimer was named Managing Director and Wealth Manager. Howard Horowitz, Jeffrey Rozenberg and Michael Yeung were each named Senior Vice President and Wealth Manager. Sebastian Komuda was named Vice President and Wealth Manager. Amanda Ricchiuti was appointed Client Relationship Director and Lauren Murphy joined as Senior Client Service Associate.
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“Ed Wentzheimer and his team have been very successful wealth managers for many years,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional client service and are a terrific addition to our expanding wealth management team serving metropolitan New York.”
Wentzheimer provides comprehensive wealth planning and risk managed investment services to ultra-high net worth families, corporate executives, entrepreneurs and retirees. He has special expertise in managing concentrated equity positions, multigenerational wealth management, philanthropic advisory services transfer, complex retirement and estate planning solutions. Before joining First Republic, he was a Senior Vice President at Morgan Stanley. Prior to that, he worked for UBS Financial Services. Wentzheimer is active in his local community and serves on the board of directors of the Center for Hearing and Communication and is also a finance committee member. He earned a Bachelor’s degree in Sociology from the University of Oklahoma. Wentzheimer holds the professional designations of Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor (CRPC).
Horowitz delivers comprehensive wealth planning strategies and risk management investment services to ultra high net worth individuals and families. Before joining First Republic, he was a Senior Vice President and Wealth Manager at Morgan Stanley. Earlier in his career, he worked for Wells Fargo and UBS Financial Services. Horowitz earned a Bachelor’s degree in Physical Education from Southern Connecticut State University.
Rozenberg specializes in 10b5-1 plans, restricted stock, risk management, retirement planning, wealth transfer, income planning, asset allocation, and portfolio construction to corporate executives and ultra-high net worth individuals. Before First Republic, he was a First Vice President, Executive Financial Services Director, at Morgan Stanley. He earned a Bachelor’s degree in Business Management and Finance from Brooklyn College.
Yeung provides wealth management services to high net worth clients, with a focus on multi-generational wealth planning, alternative investments, life insurance, sustainable and responsible investing, asset allocation, portfolio hedging, and estate planning strategies. Before joining First Republic, he was a Vice President at Morgan Stanley and earlier worked at UBS AG Singapore. Yeung earned a Bachelor’s degree in Political Science from New York University. He holds a Certified Portfolio Manager® designation from the Academy of Certified Portfolio Managers from Columbia University.
Komuda provides wealth planning and asset management solutions with a focus on retirement and estate planning, concentrated equity strategies, tax minimization strategies, security analysis, portfolio and investment management. Prior to joining First Republic, Komuda was a Financial Advisor Associate at Morgan Stanley. He is active in his community, mentoring students from Brooklyn College. Komuda earned Bachelor’s degrees in Finance and in Business Management from Brooklyn College. He holds Series 7 and 66 licenses.
To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.
About First Republic Bank
Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
FRC-G
View source version on businesswire.com: https://www.businesswire.com/news/home/20210419005072/en/
FAQ
What new team joined First Republic Bank as announced in the press release?
What is the role of Ed Wentzheimer at First Republic Bank?
What services will the new team at First Republic Bank provide?
Which financial firms did Ed Wentzheimer and his team previously work with?
What is the stock symbol for First Republic Bank?
