People

Rebecca Rothstein

Rebecca Rothstein

Formal First Name
Rebecca

Rebecca Rothstein is the highest-ranked female wealth manager on the Forbes list with over 30 years of experience in the industry. Rebecca is a Managing Director and Private Wealth Advisor at Merrill Private Wealth Management, where she focuses on wealth management, tax minimization, estate planning strategies, and liquidity and diversification strategies for concentrated portfolios. Prior to joining Merrill, she held positions with Deutsche Bank, Alex Brown, Morgan Stanley, and Bear Stearns, where she started her career. Rothstein is also active in the community. She is a Board Member of the Early Childhood Partial Hospitalization Program, and the UCLA Health System.

Professional Experience


Board Member

  • Early Childhood Partial Hospitalization Program
  • UCLA Health System