Richard E. Zimmerman

Partner

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.

Press

Speaking Engagement

Press

Speaking Engagement

2020 Wall Street Green Virtual Summit
Speaker: Portfolio Management for Climate Change
October 9, 2020
World Bank International Finance Corp (IFC) Impact Investing Roundtable
Moderator: From Billions to Trillions
October 6, 2020
TBLI Conference Europe 2020
Speaker: Engaging Family Offices on Impact
October 6, 2020
Sustainable Finance Podcast
Guest: How Are Family Office Investors Investing in Impact during the Pandemic?
September 15, 2020
The Funds Society
Moderator: The Case for ESG: Generating Alpha with a Positive Impact
August 25, 2020
Opal Family Office Symposium
Moderator: Creating and Impact Portfolio: Total Portfolio Construction Strategies
August 5, 2020
Opal Family Office & Private Wealth Management Forum 2020
Moderator: How Responsible and Sustainable Impact Strategies Drive Long Term Returns
July 20-22, 2020
Ceres 2020
Moderator: Mobilizing Private Wealth for Urgent Sustainability Progress
June 4, 2020
Opal Impact Investing Forum 2020
Moderator: Total Risk Management: Understanding Diversification and Performance Within an Impact Investing Portfolio.
March 31, 2020 (Canceled due to COVID-19)
Columbia University MS Sustainability Program/Sustainable Investing and Economic Growth
Lecturer: How to Construct a Climate-Aware Portfolio
March 12, 2020
Opal Family Office Winter Forum
Speaker: How Responsible and Sustainable Impact Strategies Drive Long Term Returns
March 3, 2020

Press

Speaking Engagement

East Coast Family Office & HNW Conference
Speaker: Types of Capital to be Deployed for Impact
October 29, 2019
2019 Sustainable Investing Conference - United Nations
Moderator: Intersection of Human Rights and Climate Risk
October 12, 2019
Investment Manager Institute IMI
Speaker: Why Families Are Embracing ESG/Impact Investing
September 26, 2019
Opal 2019 Impact Investing Forum North
Moderator: Impact Investing: How your Values can Create an Impact
September 24, 2019
Private Banker International Publication
Featured: ESG and Family Offices
July, 2019
Opal Family Office Forum
Moderator: Impact Investing - Accelerating the Momentum toward the New Normal
July 22, 2019
Withers Worldwide Qualified Opportunity Zone Forum
Speaker: Family Offices and Integrating an Impact (ESG) Strategy in QOZs
July 17-18, 2019
AVCJ Private Equity & Venture Forum- Global Perspective, Local Opportunity
Speaker: Impact Investment and ESG: An Asia Update
July 11, 2019
LinkBridge Investors Global Investors Manager Meeting
Family Office Global Investing
June 24,2019
Barron’s ESG & Impact Summit
Integrating ESG and Impact into the Investment Process
June 20, 2019
Opal Opportunity Zones Forum
Opportunity Zones and Social Impact
June 3, 2019
Big Path Impact Momentum Impact CEO Summit
Steward Ownership - Built to Last for Good
April 4, 2019
Opal Impact Investing Forum
Moderator: A Practical Guide to Setting up an Impact Portfolio: Total Portfolio Management for Multiple Returns
April 1, 2019
Institutional Investor Wealth Management Impact Investing Forum
Speaker: Case Study: Transforming a Traditional Portfolio into a Values-Aligned Portfolio
March 20, 2019
Opal Family Office Winter Forum
Moderator: Impact Investing: Driving Social Purpose Through Measurable Investment Returns
March 6, 2019
Skytop Strategies Generating Alpha. ESG as a core Driver
Speaker: Alpha from Impact: Identifying Opportunities in ESG
February 13, 2019
Bernstein and Impact Capital Embrace Impact
Speaker: Bernstein and Impact Capital panel on ESG/Impact
February 6, 2019

Press

Speaking Engagement

Landmark Holiday Forum
Speaker: Approaches and Strategies of Alternative Asset and Impact Investing
December 13, 2018
Investment Management Institute 35th Fall Annual Consultants Congress
Working with the Next Generation of Family Offices
November 15, 2018
Responsible Investing RI Americas 2018
Can responsible investing really generate good returns while bringing meaningful long-term benefits to society? Impact investing: who’s allocating assets, and to what end?
December 5, 2018
Landmark Alternative Asset Forum
Moderator: The Role of Social Impact Investing
October 11, 2018
Opal Impact Investing North Forum
Learning from Impact Investors: Stories from the Trenches of Impact Investors
September 12, 2018
Big Path Impact Capitalism Summit
Speaker: Impact Investing for UHNW Families
July 17, 2018
OPAL Family Office & Private Wealth Management Forum
Speaker: Impact Investing: Driving Social Purpose through Measurable Investment Returns
July 17, 2018
OPAL Total Impact Conference
Speaker: Portfolio Construction and Impact Investing: Crafting a Portfolio that is Tax Efficient and Aligns with your Values
April 23, 2018

Speaking Engagement

Family Wealth Report Impact Summit: From Values to Value Creation
Speaker: Measuring Impact: The Challenges of Translating Principles into Investment Practice
October 11, 2017
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