RWM Advisor Earns Global Distinction

Michael T. Hartley, a member of Riverside Wealth Management’s Board of Advisors, was recently recognized at the Family Firm Institute’s Global Conference held in London, England.

Mr. Hartley was awarded with the firm’s Advanced Certificate in Family Wealth Advising (ACFWA) and was honored as a Fellow of the Family Firm Institute.  This award represents the highest level of professional designation in the area of family wealth advising and is awarded to individuals who have achieved “comprehensive professional knowledge and expertise and provides significant value to family business owners and family wealth clients.”

The Family Firm Institute is an international professional organization with over 1,800 members representing over 88 countries.

Karla Rossetti Pippins, Riverside Wealth Management’s Founder and President, said “we are proud of Michael’s accomplishments and his recognition as one of the leaders in family wealth advising.” Pippins added, “Michael has been instrumental in helping to shape our client service model and ensuring we operate using the highest professional standards, implementing best practices in prudent investment management and family advising.  We congratulate him on receiving this outstanding honor.”

Riverside Wealth Management Announces New Chief Investment Officer

Michael W. Hartley is our new Chief Investment Officer (CIO) and was recently promoted to President of our partner DKE (Dale K. Ehrhart).  Byron Sanders, our former CIO, has retired from day-to-day investment management to pursue his passion for communicating the benefits of disciplined investing.  As a powerful voice in the investment community, we will continue to leverage Byron’s unique ability to understand markets and how they relate to your needs.

Prior to his promotion, Mike was vice president, leading the firm’s virtual family office division and working with Byron to support our client service team.  Like Byron, Mike will work directly with me to design and implement specific investment plans and will oversee the day-to-day management of investment accounts.

Mike received his Master of Business Administration in Finance and Bachelor of Business Administration degrees from the University of Miami School of Business and attended executive studies programs at the University of Chicago’s Booth School of Business.  He is a CERTIFIED FINANCIAL PLANNER™ and holds certificates from the Family Firm Institute in Family Wealth Advising and in Family Business Advising.

Mike is the co-author of the book, “The Financial Advisor Practice Lifecycle”, and was once named to the list of Top 40 Investment Advisors Under 40 in the United States by Wealth Management, Trusts and Estates Magazine.  Mike is also a highly sought-after industry thought leader advising on topics ranging from retirement planning to information technology.

We look forward to working with Mike in his new role.

Riverside Wealth Management Earns 2016 Women’s Choice Award

 

Riverside Wealth Management has once again earned the prestigious Women’s Choice Award for Financial Advisors. This award, earned from our outstanding commitment to female and family clients, was recently featured in USA Today.

The Women’s Choice Award recognizes advisors who provide the highest quality service to female clients and serves as a testament to our dedication to helping women and loving couples take the worry out of thinking about money and take control of their financial life.

 

USA Today spotlights Riverside Wealth Management’s commitment to women

Riverside Wealth Management earned the prestigious Women’s Choice Award for Financial Advisors. We were recently featured in USA Today, spotlighting our commitment to our female and family clients.
This article is another testament to our commitment to helping women take the worry out of thinking about money and helping them take control of their financial life.
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