Larry Rothenberg is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Rothenberg joined First Republic in 2017 after more than 20 years at Merrill Lynch where he cofounded his team and was responsible for managing $1.5 billion of client assets. As an advisor to his clientele, Mr. Rothenberg works closely with clients on investment management, retirement planning and other wealth management strategies.
In 2019, he was recognized by both Forbes and Barron’s as a Top Wealth Advisor for the state of New York.1
Active in his local community, Mr. Rothenberg serves on the board of governors or the board of trustees at the following institutions: Daughters of Israel Nursing Home, Golda Och Academy, Save a Child’s Heart (New York City chapter), and The Rabbinical College of America.
Mr. Rothenberg graduated from George Washington University with a bachelor’s degree in Political Science.
Wealth Management Experience: Since 1983
1Professionals were eligible for this list with ranking determination based on quantitative criteria including individual, as well as team, assets under management and revenue generated; and on qualitative measures derived from telephone and in-person interviews and surveys including service model, investing process, client retention, industry experience and firm nominations. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
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