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Richard C. Wolfe

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.