Richard Gotterer Email & Phone Number
Senior Vice President - Sr. Wealth Advisor @ Calamos Wealth Management
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Richard Gotterer Location
- Miami, FL, US
Richard Gotterer Work
- 2015 -now Senior Vice President - Sr. Wealth Advisor @
- 2010 -2015 Managing Director, Florida @
- 2000 -2010 Senior Vice President, Chief Investment Officer @
- 1992 -2000 Vice President, Portfolio Manager @
- 1984 -1987 Financial Analyst @ Oppenheimer & Co.
Richard Gotterer Education
- Boston University
(Certificate in Financial Planning)
2009-2010 - American University - Kogod School of Business
BSBA (Accounting)
1981-1984 - Birch Wathen
Richard Gotterer Skills
- Investment Management
- Investment Strategies
- Asset M
- Asset Allocation
- Wealth Management
- Retirement Planning
- Wealth Preservation Planning
- Charitable Gift Planning
- Estate Planning
- Family Office
- Security Analysis
- Fixed Income Portfolio Management
- Trading
- High Net Worth Individuals
- Mutual Funds
- Portfolio Management
- Financial Advisory
- Insurance
Richard Gotterer Summary
- Richard Gotterer, based in Miami, FL, US, is currently a Senior Vice President - Sr. Wealth Advisor at Calamos Wealth Management. Richard Gotterer brings experience from previous roles at Wescott Financial Advisory Group LLC, Gibraltar Private Bank & Trust, Schroders and Oppenheimer & Co.. Richard Gotterer holds a 2009 - 2010 Boston University. With a robust skill set that includes Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management and more. Richard Gotterer has 3 emails and 1 mobile phone numbers on RocketReach.
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