Managing Partner
Current
Jul 2004 - Present
AeroLeads people directory · profile
Richard Wolfe, Cfp, Mba Email & Phone Number
Managng Director at Saddle River Capital Management
at
Saddle River Capital Management
2 work emails found
@saddlerivercapital.net
3 phones found area 201
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managng Director at Saddle River Capital Management
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Richard Wolfe, Cfp, Mba? Overview
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Quick answer
Richard Wolfe, Cfp, Mba is listed as Managng Director at Saddle River Capital Management at Saddle River Capital Management, a company with 5 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at saddlerivercapital.net, phone signal with area code 201, and a matched LinkedIn profile for Richard Wolfe, Cfp, Mba.
Richard Wolfe, Cfp, Mba previously worked as Managing Partner at Saddle River Capital Management and Managing Director at Saddle River Capital Management, Llc. Richard Wolfe, Cfp, Mba holds Bachelor’S Degree, Business/Managerial Economics from Case Western Reserve University - Weatherhead School Of Management.
Company email context
Email format at Saddle River Capital Management
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*@saddlerivercapital.net
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AeroLeads found 2 current-domain work email signals for Richard Wolfe, Cfp, Mba. Compare company email patterns before reaching out.
Profile bio
About Richard Wolfe, Cfp, Mba
I am a Registered Investment Advisor and investment manager who works with Plan Sponsors, Individuals, Institutions and Advisors. I provide complete and detailed financial and retirement planning. I also create and manage several low cost portfolios that are factor based and risk managed. I develop Retirement planning that covers current and future net worth, expenses, insurance needs, college planning, estate planning, survivor planning, debt management, what if analysis on retirement dates and savings rates, and social security maximization calculations. I provide a comprehensive report showing all details including a monte carlo simulation technique to determine probability of making your goals. I also provide professional style investment management designed to maximize future returns and manage risk. We are an ETF strategist with 7 portfolios that include endowment style asset allocation techniques and fundamental and technical analysis to determine best securities and allocations. These funds are actively managed and rebalanced at least every quarter. They appear on Morninstar Research.These portfolios have been used in 401k plans where I worked as a 3 (38) fiduciary advisor. I also provide sub-advisory services for advisors. I also provide Cash Balance plans and manage the accounts.My experience includes many years with S&P Compustat providing computer based and detailed company investment data to the top institutional portfolio managers. My clients included firms such as Fidelity where I supplied data to the Magellan fund to screen and find the investments that met their criteria. I learned much about institutional investment research and portfolio management that I bring to my clients.I have an MBA in finance. And, to provide clients with fiduciary advisory services I have a CFP designation since 1992 and years of experience concentrating on retirement planning for individuals and businesses.
Listed skills include Investment Management, Equities, Mutual Funds, Hedge Funds, and 30 others.
Current workplace
Richard Wolfe, Cfp, Mba's current company
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Saddle River Capital Management
12 roles · 51 years
Richard Wolfe, Cfp, Mba work experience
A career timeline built from the work history available for this profile.
Managing Director
CurrentRetirement Specialist. Work with business and individual retirement plans. Deep experience in all aspects of retirement planning services including plan design, investment, portfolio selection and management, and education.Developed and actively manage life style ETF Portfolios for clients & businesses since 2004.. modeled after top endowment fund.
Jun 2004 - Present
Managng Director
CurrentMy partner who traded stocks at Smith Barney and I developed 5 ETF portfolios that were life cycle style managed for risk and using a model similar to the Yale Endowment Fund. These are broadly diversified investment allocations. As I learned in my many years of working with top institutional portfolio managers, we used fundamental financial analysis for.
Jan 2004 - Present
Owner
Manged all fiancial products including hedge fund, retail portfolios, financial & retirement plans, business financial services.
2002 - 2004
~2 yrs
Company Owner
Wolfe Financial Planning
Started a financial planning company. Received my CFP designation in 1992 and managed client assets since then part time. I finally left my job at Thomson and started my own firm developing investment portfolios that I spend years learning how to do.
2002 - 2004
~2 yrs
Vp Sales
Provided investment research to financial advisors throughout the US.
2000 - 2002
~2 yrs
Vp
Thompson Reuters
Managed advisor and broker market for Baseline Financial Reports & Services
1999 - 2002
~3 yrs
Jan 2000 - Jan 2001
1999 - 2000
~1 yr
Sr. Vp
S&P
Worked with the top portfolio managers in the country including Fidelity, Merrill Lynch, Goldman Sachs, Vanguard etc. providing computer generated investment research.
1975 - 2000
~25 yrs
Vp Sales Management
S&P
Managed sales of investment research data throughout the US. Managed salesmen and account service specialist. Worked with top clients investment management in firms such as Merrill Lynch, Goldman Sachs, Bloomberg, and mutual funds and other investment companies.
1988 - 1999
~11 yrs
Sr Vp Sales
Sandard & Poors
Began marketing the Compustat financial research system to the top institutional money managers including Peter Lynch, Harvard School of Business, Wharton. Ran sales and marketing for 15 years building the business substantially. Also, helped inovate many leading edge financial research products.
1975 - 1999
~24 yrs
8 education records
Richard Wolfe, Cfp, Mba education
Bachelor’S Degree, Business/Managerial Economics
Master Of Business Administration - Mba, Finance And Financial Management Services
Cfp, Financial Planning And Services
Certified Financial Planner (Cfp)
Mba, Finance
Fairleigh Dickinson University-Metropolitan Campus
Bachelor Of Science - Bs, Business Administration And Management, General
Master Of Business Administration - Mba, Financial Planning And Services
Bba, Finance And Financial Management Services
Master Of Business Administration - Mba, Finance And Financial Management Services
FAQ
Frequently asked questions about Richard Wolfe, Cfp, Mba
Quick answers generated from the profile data available on this page.
What company does Richard Wolfe, Cfp, Mba work for?
Richard Wolfe, Cfp, Mba works for Saddle River Capital Management.
What is Richard Wolfe, Cfp, Mba's role at Saddle River Capital Management?
Richard Wolfe, Cfp, Mba is listed as Managng Director at Saddle River Capital Management at Saddle River Capital Management.
What is Richard Wolfe, Cfp, Mba's email address?
AeroLeads has found 2 work email signals at @saddlerivercapital.net for Richard Wolfe, Cfp, Mba at Saddle River Capital Management.
What is Richard Wolfe, Cfp, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 201 for Richard Wolfe, Cfp, Mba at Saddle River Capital Management.
Where is Richard Wolfe, Cfp, Mba based?
Richard Wolfe, Cfp, Mba is based in New York City Metropolitan Area, United States, United States while working with Saddle River Capital Management.
What companies has Richard Wolfe, Cfp, Mba worked for?
Richard Wolfe, Cfp, Mba has worked for Saddle River Capital Management, Saddle River Capital Management, Llc, Wolfe Financial Planning, Llc, Wolfe Financial Planning, and Thompson Financial Group.
How can I contact Richard Wolfe, Cfp, Mba?
You can use AeroLeads to view verified contact signals for Richard Wolfe, Cfp, Mba at Saddle River Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Richard Wolfe, Cfp, Mba attend?
Richard Wolfe, Cfp, Mba holds Bachelor’S Degree, Business/Managerial Economics from Case Western Reserve University - Weatherhead School Of Management.
What skills is Richard Wolfe, Cfp, Mba known for?
Richard Wolfe, Cfp, Mba is listed with skills including Investment Management, Equities, Mutual Funds, Hedge Funds, Investments, Wealth Management, Finance, and Retirement Planning.
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