Richard Zimmerman is a Partner, Senior Advisor, and Head of Values-Aligned Investing at WE Family Offices, a leading family office firm with locations in New York City and Miami. Richard also serves as the Executive Director of Foundation House, a center for impact and philanthropy situated on a picturesque estate in Greenwich, Connecticut. Throughout his career, Richard has held leadership roles at global banks, multi-family offices, and sustainability-focused not-for-profit organizations. He is a recognized advisor, speaker, and convener in the fields of family office management and sustainable investing, making significant contributions to aligning wealth with purpose. WE Family Offices provides strategic wealth management services to over 100 U.S. and international families. The firm is highly regarded in the industry, having won multiple accolades, including Best Multi-Family Office ($10 billion - $15 billion) and Responsible Investing (ESG Advisory) at the 2024 Family Wealth Report Awards. Foundation House is dedicated to fostering systemic change in critical areas such as environmental conservation, community development, and mental health. Through its forums and initiatives, it brings together investors, philanthropists, and impact experts to create collaborative communities, explore pressing environmental and social themes, and amplify key projects that drive meaningful change. Richard holds a Master of Science in Sustainability Management from Columbia University and a Bachelor of Arts from the University of Virginia. He resides in Greenwich, Connecticut, and works across New York City and Miami.
Listed skills include Sustainability, Investments, Strategy, Private Banking, and 28 others.
