Richard Alt is Principal and Chief Executive Officer where he oversees the investment process of the firm. In this position, Richard works with select clients to understand their financial objectives, then customizes and manages an investment portfolio to help them reach their goals.
Richard has over 25 years of experience in investment management. He has worked in various firms including Merrill Lynch, Roulston & Company, Hubbard Associates, and Greenleaf Capital Management.
He has served on various non-profit boards such as Ashtabula County Medical Center and St. Paul’s Episcopal Church. Richard earned his Bachelor of Science in Finance from The University of Dayton. He lives with his wife and four children in Cleveland Heights, Ohio.
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