First Manhattan
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Overview
Tagline Brand's website · 2026-11-07
First Manhattan is an independently owned investment advisory and wealth planning firm serving individuals, families, fiduciaries, partnerships, and charitable organizations.
Description Brand's website · 2026-11-07
First Manhattan provides personalized investment advisory and wealth planning services, grounded in rigorous independent research and a long-term investment approach. The firm has been committed to personalized client service, research, and long-term investing since its founding in 1964.
Identity
Mission Brand's website · 2026-11-07
To help clients secure their financial futures, achieve specific long-term goals, build wealth, and leave a material legacy through trusted investment advisory and wealth planning partnerships.
Founders & leadership Brand's website · 2026-11-07
David Gottesman, Founder.
Website Brand's website · 2026-11-07
https://firstmanhattan.com
Voice & tone Brand's website · 2026-11-07
Professional, relationship-focused, research-driven, personalized, and long-term oriented.
Founded Brand's website · 2026-11-07
1964
Parent ownership Brand's website · 2026-11-07
Independently owned and operated by the Firm’s Partners.
Offerings
Problem solved Brand's website · 2026-11-07
Helps clients make informed long-term investment and wealth planning decisions, manage and grow assets, preserve income, and pursue financial goals and generational wealth.
Core capabilities Brand's website · 2026-11-07
- Separately managed portfolios
- Investment advisory services
- Wealth planning
- Rigorous independent investment research
- Long-term investment management
- Personalized client service
- Strategic financial planning
Products / SKUs Brand's website · 2026-11-07
- Separately Managed Portfolios
- Wealth Planning
Audience
Target industry Brand's website · 2026-11-07
Financial services, specifically investment advisory and wealth management.
Customer base Brand's website · 2026-11-07
Individuals, multigenerational families, fiduciaries, partnerships, charitable trusts and foundations, retirees, working professionals, entrepreneurs, beneficiaries of inherited wealth, and retirement plans sponsored by small and mid-sized professional firms and businesses.
Ideal customer profile Brand's website · 2026-11-07
Clients seeking long-term value and personalized investment advisory or wealth planning support, including individuals, families, trustees and other fiduciaries, entrepreneurs, retirees, beneficiaries of inherited wealth, and small or mid-sized professional firms and businesses with retirement plans.
Use cases Brand's website · 2026-11-07
- Managing and growing assets over the long term
- Building generational wealth
- Planning for retirement
- Preserving and growing income in retirement
- Saving for education, major capital expenditures, or retirement
- Planning around the sale of a business
- Managing inherited wealth and trusts
- Managing retirement plan assets
Customer outcomes Brand's website · 2026-11-07
- Pursue specific long-term financial goals
- Secure a financial future
- Build wealth over time
- Preserve and grow assets
- Create lasting multigenerational financial relationships
- Develop a comprehensive view of financial goals and circumstances
- Leave a material legacy for future generations
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Claim First Manhattan — free →Page last updated 2026-11-07.