Richard M. Reed
- Senior Manager, Eisner Advisory Group LLC
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Richard M. Reed is a Senior Manager in the firm's Family Office Group. With nearly 25 years of experience in the industry, Richard specializes in serving high-net-worth individuals and families. He has a vast experience in family office services, alternative investments, and investment performance reviews.
Richard oversees and manages all aspects of a client's family finances encompassing bill paying, tax and insurance planning, investment performance review, estate reviews, and succession planning.
Prior to joining the firm, Richard was an Accountant and tax preparer at a small family-run CPA firm.
Specialties
- Family Office Services
- Alternative Investments
- Investment Performance Reviews
- High Net Worth Individuals
Credentials & Education
- Florida Registered Insurance Agent
- Registered Investment Advisor: Series 7,6,63
- State University of New York, Geneseo: BS, Finance
Affiliations
- National Association of Tax Preparers
- Florida Notary