Richard Groh has more than 25 years of financial leadership at Merrill Lynch, where he served as First Vice President in the firm’s San Francisco office and led a team of finance professionals managing asset portfolios ranging from $1 million to over $3 billion. Richard’s skills include asset allocation, investment performance evaluation, and team leadership.
In the past, Richard was Assistant Vice President at Wells Fargo in San Francisco, where he concentrated on high net worth clients in the bank’s Personal Banking program. Formerly, Richard was on the adjunct faculty at Golden Gate University’s MBA program.
Richard holds Series 7, Series 65, and Series 63 licenses and is a Certified Financial Planner.
Richard has an MBA from Golden Gate University and makes his home in Petaluma, CA.