Our Team


Karla Rossetti Pippins, Founder & President

Karla picture, LinkedInKarla Rossetti Pippins is the founder and president of Riverside Wealth Management Inc., a firm dedicated to serving the financial needs of successful women and couples.  Mrs. Pippins began her career in wealth management to help her family preserve and grow their wealth. Having developed the infrastructure to successfully serve all her family’s financial needs, Mrs. Pippins now works exclusively with successful women and couples also wishing to protect their money and preserve their lifestyle.

Prior to founding Riverside Wealth Management Inc., Mrs. Pippins was a management consultant with Accenture‘s Strategic Services Practice in Chicago. While at Accenture, she worked with senior executives of Fortune 500 companies including Procter & Gamble, Best Buy, Sara Lee, Super Value, Colgate-Palmolive, Budget Group (Budget Rent-A-Car) and Entergy. During her graduate work, Mrs. Pippins apprenticed at the treasury department of RJR Nabisco in New York.

Mrs. Pippins earned a Master of Business Administration from the Northeastern University Graduate School of Management and was graduated in the top 1 percent of her class. She received a Bachelor of Science degree from Babson College and was graduated magna cum laude. Mrs. Pippins holds the FINRA (Financial Industry Regulatory Authority) Series 65 license and is a Commonwealth of Massachusetts and South Carolina Registered Investment Advisor Representative. She has served as a trustee of the Beaufort County Open Land Trust and Beaufort Academy.  Mrs. Pippins is a Certified Divorce Financial Analyst® (CDFA™), one of  the most established and recognized designations in financial planning for divorce.  Mrs. Pippins received the Women’s Choice Award for Financial Advisors for her dedication to helping women.

Consulting Team

Byron A. Sanders

ByronByron A. Sanders is a successful leader in portfolio analysis and design for high-net-worth families. He directly oversees the investment management of accounts totaling more than $300 million. With over 30 years of experience in the institutional sales and trading sectors of the securities industry, Mr. Sanders brings a broad range of experience to the Riverside Wealth Management team, with particular expertise in portfolio analysis and design. By maintaining close contact with leading academic researchers, Mr. Sanders incorporates the continually evolving tenets of Modern Portfolio Theory into our investment solutions, offering clients the most effective asset allocations for their needs. Mr. Sanders has been president of Dale K. Ehrhart Inc., a leading national investment management firm, since 2003, after having joined the firm in 1999. His prior experience includes positions as lead institutional trader at Raymond James and several other Southeast US regional boutique investment firms.

Mr. Sanders holds a Bachelor of Arts degree in English from Duke University. His current FINRA licenses include General Securities Principal, Registered Options Principal, Registered Representative and Financial Operations Principal.

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 previously 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 W. Hartley

Michael

Michael W. Hartley is the vice president of operations for DKE Advisor Solutions and oversees the Outsourced Back Office & Investment Management platform and the Virtual Family Office platform. He directly supports the implementation and ongoing maintenance of proprietary and third-party software used to support investment management platforms. He is a CERTIFIED FINANCIAL PLANNER™, holds the Family Wealth Advising and Family Business Advising Certificates from the Family Firm Institute (FFI), and was recently listed as a Top 40 Under 40 Advisor by WealthManagement.com, the digital resource of Trusts and Estates magazine.

He earned both his Master’s Degree in Business Administration with a concentration in Finance (2005) and his Bachelor’s Degree in Business Administration with a concentration in Management (2003) from the University of Miami (Miami, Fla.). He also completed the University of Chicago’s Graduate School of Business course for Strategic Portfolio Design.

James H. Moore

JamesJames H. Moore is a vice president of client support services.  Mr. Moore earned his Bachelor of Business Administration with a concentration in finance from the University of Florida. He is a CERTIFIED FINANCIAL PLANNER™, is registered as a Series 7 General Securities Representative, Series 63 Registered Securities Agent in State Law, and Series 65 Registered Investment Advisor Representative.

 

 

Lisa Colucci

LisaLisa Colucci has extensive experience in finance and customer service.  She has worked for Fidelity Investments as an analyst providing support to the brokerage department.  She was a support representative for Dun & Bradstreet.  Mrs. Colucci spent several years at a boutique law firm outside of Boston as a client service manager. Additionally, Mrs. Colucci has worked for a leading-edge robotics company as the office manager.  Her diverse and unique skill set gives her the ability to support the needs of our clients, effectively and professionally.

Mrs. Colucci holds a Bachelor of Science degree in computer science from SUNY Plattsburgh and a Master of Business Administration from Suffolk University.

Jennifer Walter

JTW photo[1]

Jennifer T. Walter is a client service manager for Riverside Wealth Management.  Ms. Walter has extensive experience in customer service for the hospitality, publishing, legal and technology industries.   She has also worked for the prestigious New England Journal of Medicine.  Ms. Walter currently serves as the president of the board of directors for The Scholarship Foundation of Wakefield.  Ms. Walter holds a Bachelor of Arts degree from Boston College.

 

Carol J. Collins

CarolCarol J. Collins is the director of client services for Riverside Wealth Management.  She is responsible for providing high-level service to our clients, strategic partners and expert team members. Ms. Collins joined Riverside Wealth Management with deep experience in client service and executive support. She was previously an executive assistant to the president of a publicly traded $500 million company, where she was responsible for managing clients and interfacing with the investment community and strategic business partners.  Prior to that she was a legal assistant to two trust and estate attorneys.

 

Members of the consulting team are not direct employees of Riverside Wealth Management.

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