Consulting Team


 

Robert C. Keyser

RobertRobert C. Keyser has 30 years of experience in the financial services industry. He has worked at a regional boutique investment firm assisting individuals and families with developing and implementing investment strategies. Mr. Keyser was a senior financial advisor with AIG Valic, specializing in retirement planning, life insurance, and comprehensive financial planning. Mr. Keyser assists in managing over $300 million in individually designed portfolios for high-net-worth families using an investment philosophy grounded in Modern Portfolio Theory and current academic research. Mr. Keyser is a vice president at Dale K. Ehrhart Inc., a leading national investment management firm. As part of the Riverside Wealth Management team, Mr. Keyser utilizes his experience and knowledge to analyze and develop investment strategies, retirement plans and insurance solutions for our clients.

Mr. Keyser holds a Bachelor of Arts degree in finance from the University of Notre Dame. He is a Certified Financial Planner and a Chartered Life Underwriter. Mr. Keyser’s current FINRA licenses include General Securities Principal, Registered Options Principal, and Registered Investment Advisor Representative.

 

Michael T. Hartley

Michael T. Hartley is the chairman and chief executive officer of Dale K. Ehrhart Inc. He frequently works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services to some of America’s wealthiest families. In addition to his executive duties, Mr. Hartley is involved on a day-to-day basis with portfolio design and other forms of sophisticated investment planning. Prior to joining Dale K. Ehrhart in 1985, Mr. Hartley worked as a corporate comptroller and director of finance.

Mr. Hartley is a member of the Financial Planning Association, the National Committee on Planned Giving, The Family Firm Institute, Attorneys for Family-Held Enterprises and the Family Business Network, and is actively involved in many civic and charitable organizations in the Venice, Florida area. He was a recipient of the Outstanding Leadership Award from the National YMCA Southern Region.

He is a coauthor of Master Plan: Integrating Your Financial Planning, Legal and Estate Planning and Life Planning, a book intended to help families manage all three forms of wealth. He is a founding member of the Institute of Philanthropy and worked with the Sudden Money Institute. He is listed in National Register’s Who’s Who in Executives and Professionals (2001- 2002).

Mr. Hartley’s education includes undergraduate degree work at the Indiana University School of Business, the College for Financial Planning, the New York Institute on Family Wealth and the University of Chicago Graduate School of Business executive education on investment portfolio design. He holds the Certified Financial Planner and Accredited Asset Management Specialist designations as well as licenses including the Series 7 (General Securities), Series 25 (Securities Principal), Series 28 (Financial Operations Principal), Series 63 (Uniform Securities State Law) and Series 65 (Investment Advisor).

 

Members of  the Consulting Team are not employees of Riverside Wealth Management

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