Our Team
Debbi Wertheim
Director of Client Relations
Debbi Wertheim is a Director of Client Relations, managing the delivery of exceptional service to the firm’s high net worth clientele. In her role she cultivates long-term client relationships by focusing on a high touch approach and providing a personalized experience catered to clients’ specific needs. Debbi partners with financial advisors to create streamlined processes that support the expectations and sophistication of their wealthy, generational client base.
Debbi joined Greenberg & Rapp in April 2004. Previously she acted as Compliance Liaison and Senior Client Relationship Manager overseeing investment operations and working closely with Supervisory Principals at M Holdings Securities to help ensure that industry rules, regulations and best practices were strictly observed. Prior to joining Greenberg & Rapp she worked with a wealth planner at Lincoln Financial Group in Maryland.
Debbi grew up in Johannesburg, South Africa and graduated with a Bachelor of Commerce degree with honors in Marketing from the University of the Witwatersrand. 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. Debbi and her husband, Scott, are the doting parents of three daughters. They currently reside in Livingston, New Jersey.