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 an investment officer. 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. 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. in Accounting from The State University of New York Binghamton and an M.B.A. from Southern Methodist University.