Welcome to our RB Family, Matt (P)!

Posted on October 11, 2018

We are so happy to announce our newest team member, Matt Pirner, to our Richmond Brothers' family! Matt will be serving as our Chief Compliance Officer, maintaining Richmond Brothers' steady course of regulatory compliance and ensuring our firm flourishes under that endeavor. He comes to us with a fantastic background of 10 years of experience in compliance working with hundreds of registered investment advisers and consulting Chief Compliance Officers all over the country.

Based in sunny California, Matt enjoys running, loves to cook and considers himself quite the "foodie." A true wanderlust, he loves to...

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Perspective: Matt’s Minutes September 2018

Posted on October 5, 2018

Matt discusses the overall economic perspective following the end of the third quarter and how that has affected Richmond Brothers' thoughts for clients' portfolios. Can't watch? Read the closed captions here instead.

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Meet Our RB Family: Dan

Posted on September 25, 2018
Richmond Brothers team is the almond butter to our jelly, the Simon to our Garfunkel, the wind to our wings. Without our team we never could have accomplished all we have today. It has been some time since we publicly thanked each and every one of them for all they have done, so we wanted to take the next few months to showcase our “peeps” and why they are so important to us. We hope you enjoy these posts as a way to really get to know those that make up your financial cheerleading team, too. –Tara...

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Congratulations to our 2018 CMS Forerunners Scholarship Recipient, Graham!

Posted on September 24, 2018

Richmond Brothers is happy to announce that this year's Forerunners scholarship recipient was awarded last week. For those of you who aren't aware, the Forerunners is an association of retirees from CMS affiliated companies.

Graham Govitz of Beaverton received a $1000 scholarship through his grandfather's affiliation with the group. Graham is studying finance at Central Michigan University. His grandparents, Ernie and Arlene Schaeff (pictured with our Director of Marketing & Events, Kira, above) accepted the award on his behalf at the Forerunners Annual Meeting at Cornwell's Turkeyville last week.

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Meet Our RB Family: Stephanie

Posted on September 21, 2018
Richmond Brothers team is the almond butter to our jelly, the Simon to our Garfunkel, the wind to our wings. Without our team we never could have accomplished all we have today. It has been some time since we publicly thanked each and every one of them for all they have done, so we wanted to take the next few months to showcase our “peeps” and why they are so important to us. We hope you enjoy these posts as a way to really get to know those that make up your financial cheerleading team, too. –Tara...

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