Richard W. Filippone

  • CFA
  • MBA

Principal - Managed Accounts

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Richard

Rich has been working in the financial asset management industry for over 30 years. His past experiences at insurance companies, banks, trust companies, and investment advisory firms have garnered him a proven ability to manage asset portfolios. He has an extensive background in portfolio management with multi-market, multi-style strategies. He has received numerous honors and awards in his tenure and continues to give back by being a guest lecturer in college classrooms. He is also in the process of writing a book on common sense investing.

Outside of the office, Rich and his wife, Joyce, are active members at their church. Rich was a USUBA tournament volleyball player for 15 years, followed by a Junior Olympic girls volleyball coach for 16 years with his wife. Rich’s newest addition to the family is a cockapoo puppy named Beau. His weekends include playing fetch and obedience training.

Focus

  • Private portfolio management
  • Investment analysis
  • Equity growth and income production
  • Retirement planning
  • Financial planning

Experience

  • Principal — Managed Accounts – Cahill Financial Advisors
  • Senior Vice President and Portfolio Manager – Piper Capital Management
  • Investment Vice President and Senior Portfolio Manager – Midway National Bank
  • Financial Analyst and Team Portfolio Manager – St. Paul Companies, Inc.

Education

  • B.S. and B.A. Business, Economics - Youngstown State University
  • M.B.A. Finance – Cleveland State University
  • Investment Advisor Series 65
  • Chartered Financial Analyst Level III
  • Chartered Market Technician Level I

Memberships

  • Association for Investment Management and Research
  • Twin City Society of Security Analysts
  • Market Technicians Association – Alumni
  • Minnesota Business Economic Foundation Board of Directors – Alumni