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Contact

  • T: 212.756.3461
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Portfolio Associates

  • Victoria Amyot
  • 212.756.3173
  • Dawn Capozzalo
  • 212.756.3364
  • Patricia McCauley
  • 212.756.3197
  • Caroline Otero
  • 212.756.3202

Deborah Waldman

Senior Managing Director, Wealth Advisor

39+
Years of
Experience
12+
Years at First
Manhattan

Deborah Waldman is a Senior Managing Director and Wealth Advisor with more than 20 years of financial planning experience. She seeks to help her clients think strategically, providing holistic advice regarding investment and financial planning matters.

Prior to joining First Manhattan in 2011, Deborah was a Financial Advisor at Alliance Bernstein for 20 years. Before that, she held positions at the Federal Reserve Bank of New York, where she worked in the foreign exchange trading room, and at money center banks, including Bank of Montreal, First Chicago, and Citibank as a Foreign Exchange Liaison.

Deborah serves on the Investment Committee for the Katonah Museum of Art and volunteers as an alumni mentor to Barnard College and Colgate University students. She holds a BA in Economics and Latin American studies from Barnard College.

Deborah lives in Manhattan with her husband and has two sons.


Portfolio Associates

  • Victoria Amyot
  • 212.756.3173
  • Dawn Capozzalo
  • 212.756.3364
  • Patricia McCauley
  • 212.756.3197
  • Caroline Otero
  • 212.756.3202