Our Team

Richard C. Wolfe

Principal

Richard Wolfe is Co-Founder and primarily responsible for Sales and Marketing at SRCM. He holds a BBA from Case Western Reserve University and a MBA in finance from Fairleigh Dickenson University. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1993, and has been managing investment assets for clients since 1992. He began his career in finance with Standard & Poors taking a revolutionary computer generated equity research service to the top institutional money managers in the country. In the ensuing years he was at the forefront of the development of academic and institutional investment research techniques including Exchange Traded Funds.

Douglas Wolfe

Principal

Douglas Wolfe is Co-Founder and primarily responsible for Portfolio Management and Research at SRCM. He received his BS in finance from Pennsylvania State University. Doug began his career at Asiel & Co. as an Equity and Fixed Income Trader. His focus was primarily in the areas of risk and convertible arbitrage. Doug then moved on to Salomon Smith Barney where he spent 11 years as an Institutional Equity Trader focusing on the Financial, Internet, and Telecom sectors. Doug has been featured in a wide variety of media and publications including S&P Capital IQ. He has also spoken at numerous ETF thought leadership conferences on various portfolio management and industry topics.

John Kimber

Director Expat Services

John Kimber draws on 30 years experience in assisting expatriates and offshore investors make the most of their after tax investment opportunities. The first step for many is to identify the investment, tax and compliance issues that all expatriates need to recognize. He strongly recommends avoiding many problems by consolidating offshore accounts in one convenient, multi-currency account. John’s clients include CEOs, lawyers, bankers and other investment professionals and management at the local subsidiaries of foreign corporations. Before moving to the United States with his American wife John worked at Ord Minnett (JP Morgan) in Sydney, with BT Alex Brown where he was responsible for the international desk for offshore investing and with Prudential Bache in Sydney. John is on Linked In and welcomes your call about any matter concerning your finances.