Richard Rizzuto

About Richard Rizzuto

I have over forty years of experience in the financial services industry, beginning in institutional equities and transitioning to wealth management 15 years ago. My clients choose to work with me because I bring a deep-seated knowledge of financial markets in the form of financial products targeted to protect and grow their assets. My work focuses on both individuals and business owners.Specialties: Individually managed stock and bond portfolios; advisory-based asset management; retirement planning; multi-generational estate planning; business owner, executive, and employee benefit planning.Specific role with Craft Capital: Syndicate Coordinator

Experience

1. Senior Wealth Manager & Equities Syndicate Coordinator

   Craft Capital Management, Llc

   Jan 2016 — Present · Garden City, NY, US

Education

• Princeton University

  BA, English

  1974 — 1978

Skills

• Mutual Funds
• Portfolio Management
• Trading
• Wealth Management Services
• Insurance
• Employee Benefits
• Health Insurance
• Securities
• Capital Markets
• Series 7
• Estate Planning
• Public Speaking
• Wealth Management
• Management
• Long-Term Care
• Equity Trading
• Financial Advisory
• Investments
• Wealth
• Asset Management
• Series 63
• Relationship Management
• Small Business
• Bonds
• Retirement Planning
• Finra
• Equities
• Fixed Income
• Bloomberg
• Strategic Planning
• Mergers & Acquisitions
• Life Insurance
• Finance
• Disability Insurance
• Due Diligence
• Hedge Funds
• Alternative Investments
• Financial Services
• Financial Analysis
• Asset Managment