Richard Zimmerman has more than two decades of experience working with wealthy families. He is currently a partner at WE Family Offices, where he works with client families to provide advice and oversight regarding their overall wealth management needs. Richard also has a passion for and expertise in sustainable and impact investing and philanthropy.
Prior to WE Family Offices, Richard served in private client relationship roles at HSBC and Bessemer Trust and held leadership positions at Bank of America Private Bank and J.P. Morgan Private Bank.
Richard has a M.S. in Sustainability Management from Columbia University and a B.A. from University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations.
Richard serves on the Ceres President’s Council, Riverkeeper Advisory Board, and Capital Institute Board.