Professional Bio
Renzo serves as the Director of Wealth Strategy at WhartonHill Investment Advisors. In this role, he collaborates with clients on customized trust and estate planning techniques and creates personalized financial plans to incorporate broad-ranging objectives. As a former corporate attorney, Renzo has additional expertise with the complex needs of entrepreneurial and ultra-high net-worth families. This includes business succession planning, private investment discussions, asset protection, advanced trust structures, and generational legacy planning. He prides himself on collaborating very closely with the client’s full advisory team, which includes legal, accounting, corporate leadership, and family members. He has over 20 years of experience serving the needs of ultra-high net worth individuals and families, including management roles at PNC Private Bank, wealth strategist at PNC Hawthorn Family Wealth, and investment and sales roles at BNY Mellon Wealth Management and Merrill Lynch. Prior to Renzo’s career in finance, he practiced law, specializing in mergers and acquisitions and private placement securities. Renzo received his Bachelor of Science from Cornell University in 1996 and his Law Degree and MBA from Villanova University in 2000. When not enjoying time with his family, Renzo is a presenter and author on trusts and estates and an amateur comedian who occasionally performs in the Philadelphia area.
