Richard Rountree Trading Coordinator

Richard came on board in early 2020. Two years out of high school he was fortunate to start his career as a part time file clerk with a local wealth management firm which was imbedded within a CPA practice where he eventually spent 23 years growing with the firm.

During that time, he became proficient in portfolio accounting, performance reporting, equity trading and compliance with an overall emphasis on operations’ systems development and automation.

He learned the fundamentals of bottom-up business valuation and appraisal techniques and top-down macro and micro economic concepts and taxation.

Therein he was instilled with a passion for continued life-long learning and enjoys personal reading of a diverse set of materials to keep mentally sharp and is currently studying for the CFA designation.

He is a news junkie, a musician and also enjoys auto mechanics, exercise, martial arts and shooting sports. He’s married with two sons.