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
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