Arthur A. Pensato is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
As a Wealth Manager, Mr. Pensato specializes in the design and management of equity and balanced portfolios for ultra-high net worth individuals, organizations, trusts, endowments and foundations and his primary responsibilities include developing customized portfolio strategies and making investment decisions in client accounts.
Mr. Pensato joined First Republic in 2000 as a Research Analyst focusing on the Consumer and Industrials sectors, and also worked directly with the Chief Investment Officer in developing and implementing model portfolios for the firm. Prior to First Republic, Mr. Pensato was a Performance Analyst at Invesco, primarily focusing his work on performance attribution analysis. He began his investment career at Neuberger Berman, also working on performance analytics, as well as mutual fund accounting. Mr. Pensato was recognized as one of Forbes Best-In-State Wealth Advisors for New York in 2019.1
Mr. Pensato holds a Bachelor of Science in Accounting from St. John's University. He is also an active member of the New York Society of Security Analysts.
Wealth Management Experience: Since 2002
1Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
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