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Rian Waterman, Cfa Email & Phone Number

Senior Vice President and Wealth Advisor at Farther
Location: Davenport, Iowa, United States 8 work roles 2 schools
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Current company
Role
Senior Vice President and Wealth Advisor
Location
Davenport, Iowa, United States
Company size

Who is Rian Waterman, Cfa? Overview

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Quick answer

Rian Waterman, Cfa is listed as Senior Vice President and Wealth Advisor at Farther, a company with 439 employees, based in Davenport, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Rian Waterman, Cfa.

Rian Waterman, Cfa previously worked as Senior Vice President & Wealth Advisor at Farther and Vice President - Wealth Management at United Capital Financial Advisors, Llc. Rian Waterman, Cfa holds Doctor Of Law - Jd, Banking, Corporate, Finance, And Securities Law from University Of Iowa College Of Law.

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Farther

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Profile bio

About Rian Waterman, Cfa

At Farther, our team delivers elite wealth management, fusing top-tier advising with advanced technology to serve high-net-worth professionals. With more than 15 years of legal and financial advisory experience, I help select clients grow, protect and enjoy their substantial wealth.

Current workplace

Rian Waterman, Cfa's current company

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Farther
Farther
Senior Vice President and Wealth Advisor
Davenport, IA, US
Website
Employees
439
AeroLeads page
8 roles

Rian Waterman, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President And Wealth Advisor

Davenport, IA, US

Senior Vice President & Wealth Advisor

Current

Davenport, Iowa, United States

Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.

Apr 2024 - Present

Vice President - Wealth Management

United States

Investment Advisory services offered by United Capital Financial Advisers, LLC, d/b/a Goldman Sachs Personal Financial Management ("GS PFM"), a registered investment adviser.

Jul 2019 - Nov 2023

Research Analyst

Irongate International Llc

Moline, Illinois, United States

High-touch investment consultancy to a select group of high net worth individuals, families, family offices and institutions nationwide. Performed initial due diligence, selection and monitoring of asset managers, including separate account managers and hedge funds; Performance reporting and analysis; Asset allocation and portfolio construction.

Feb 2018 - Jul 2019

Attorney

Minneapolis, Minnesota, United States

Mergers & Acquisitions; General Corporate & Business Law

Dec 2016 - May 2017

Attorney

Davenport, Iowa, United States

Mergers & Acquisitions; Securities Law (1933 & 1934 Act); Complex Estate Planning; General Corporate & Business Law

Feb 2009 - Mar 2016
Team & coworkers

Colleagues at Farther

Other employees you can reach at farther.com. View company contacts for 439 employees →

2 education records

Rian Waterman, Cfa education

Doctor Of Law - Jd, Banking, Corporate, Finance, And Securities Law

Pursued advanced coursework in corporate, international business, and securities law

Bachelor Of Arts - Ba, Philosophy

Activities and Societies: Phi Beta KappaGraduated magna cum laude with Honors in Philosophy; Double minors in Politics & Economics

FAQ

Frequently asked questions about Rian Waterman, Cfa

Quick answers generated from the profile data available on this page.

What company does Rian Waterman, Cfa work for?

Rian Waterman, Cfa works for Farther.

What is Rian Waterman, Cfa's role at Farther?

Rian Waterman, Cfa is listed as Senior Vice President and Wealth Advisor at Farther.

Where is Rian Waterman, Cfa based?

Rian Waterman, Cfa is based in Davenport, Iowa, United States while working with Farther.

What companies has Rian Waterman, Cfa worked for?

Rian Waterman, Cfa has worked for Farther, United Capital Financial Advisors, Llc, Goldman Sachs, Irongate International Llc, and Winthrop & Weinstine. P.A..

Who are Rian Waterman, Cfa's colleagues at Farther?

Rian Waterman, Cfa's colleagues at Farther include Silas H., Brett Tushingham, Cfp®, Rod Russell, Cepa®, Christine Thibodeaux, Cfp®, and Manisone Norkeo.

How can I contact Rian Waterman, Cfa?

You can use AeroLeads to view verified contact signals for Rian Waterman, Cfa at Farther, including work email, phone, and LinkedIn data when available.

What schools did Rian Waterman, Cfa attend?

Rian Waterman, Cfa holds Doctor Of Law - Jd, Banking, Corporate, Finance, And Securities Law from University Of Iowa College Of Law.

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