PARTNER PROFILES

Veritable’s Partners represent widely diverse backgrounds—from financial analysis, to the law, to engineering—but share a fundamental commitment to service, innovation and entrepreneurship.

RICHARD A. TREGERMAN, MBA, CPA, CFA

Rich is a portfolio manager. Prior to joining the firm in 1998, he served ten years in public accounting and eight years as senior portfolio analyst and tax director for a prominent Texas family. A CPA, Rich is a member of the CFA Institute, the American Institute of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants. He earned a B.S. from SUNY Binghamton and an M.B.A. from Southern Methodist University.