Debbi Wertheim is Director of Client Relations, overseeing the delivery of high-level service to the organization’s high net worth clientele. She joined Greenberg & Rapp in April 2004 and has cultivated long-term relationships with clients and networking partners. Drawing on her experience and expertise, Debbi partners with the organization’s financial advisors to manage the expectations and sophistication of their wealthy, generational clients.

Debbi’s prior roles include Supervisory Principal and Compliance Liaison. She managed investment operations and worked closely with the BD/RIA to help ensure that industry rules, regulations and best practices were strictly observed. Debbi’s start in personal wealth management was with an independent financial planner at Lincoln Financial Group in Maryland.

Debbi grew up in South Africa and graduated from the University of the Witwatersrand with a Bachelor of Commerce degree with honors in Marketing. Her post graduate studies include specializations in branding and advertising. She began her career in financial services with Investec, an international Private Bank and Wealth Management Group, then immigrated to the United States in 2001 and proudly attained citizenship in 2010.