Ed WentzheimerEd Wentzheimer, CPWAManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Ed
Ed Wentzheimer is a Managing Director and Wealth Partner at J.P Morgan Wealth Management.
As Managing Director of The Wentzheimer Group, Ed leads the team with a meticulous understanding of the wealth management nuances facing ultra-high-net-worth clients. Each facet across clients' lives connects to their ability to reach their goals and preserve their legacies. Ed provides high-touch service that helps families, corporate executives, entrepreneurs, and retirees strategically usher their wealth priorities across every life stage.
Ed joined J.P. Morgan Wealth Management in 2023 after previously serving at First Republic Investment Management as a Managing Director and Wealth Manager. He gained further experience as a Senior Vice President at Morgan Stanley, which he joined in 2010 after UBS Financial Services. Throughout his career, Ed has developed a breadth of financial leadership around wealth planning and risk-managed investment guidance. He further brings deep knowledge in concentrated equity positions, multi-generational legacy strategies, philanthropic advisory, and retirement and estate planning strategies. Proactive in his support and forthright in his service, he works with each person to find meaningful opportunities that help them make the most of their financial life.
Ed earned a B.A. in Sociology from the University of Oklahoma. Further, he holds the Certified Private Wealth Advisor® professional designation. An active community member, Ed serves on the board of directors and the finance committee for the Center for Hearing and Communication in New York City.
Insights
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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How to enhance the yield on your excess cash
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The potential benefits of alternative investments
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The bull side, the bear side and the reality
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What to know about tax-aware borrowing
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What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now