Richard Joseph
- Role
- Managing Director at Chartwell Financial Advisory
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
About Richard Joseph
Chartwell is a national leader in financial advisory, corporate finance, transaction…
Experience
Managing Director
Mar 2015 — Present
I lead the delivery of Chartwell’s West Coast financial advisory and consulting services. I have worked with ESOPs and other retirement plans for over 25 years. I am an expert in topics related to fiduciary compliance, corporate governance, ESOP transaction structure and execution, and other business issues involving capital planning for privately held companies. I am a frequent speaker at local, regional, and national ESOP conferences.
Education
Arizona State University
Bachelor of Science (BS), Finance, General
1983 — 1986
Skills
- Defined Benefit
- Strategic Financial Planning
- Retirement Planning
- Due Diligence
- Alternative Investments
- Employee Benefits
- Financial Analysis
- Mutual Funds
- Series 7
- Portfolio Management
- Finance
- Retirement Plan Consulting
- Banking
- Corporate Finance
- Financial Modeling
- Retirement
- Securities
- Risk Management
- Asset Allocation
- Erisa
- Mergers & Acquisitions
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