M. Patrick Richter, CFP®
Managing Director and Senior Wealth Advisor
Patrick is a managing director and senior wealth advisor with nearly 14 years of investment industry experience and holds the CERTIFIED FINANCIAL PLANNER™ professional designation. Patrick combines his investment experience and financial planning background to deliver broad-based wealth management services for high-net-worth individuals and families. Patrick has experience working with the Procter & Gamble community and other Fortune 500 company executives and employees, where his knowledge of retirement plan distribution strategies, portfolio construction and stock option planning creates a tailored experience for his clients. Patrick also serves on the Riverpoint investment team.
Prior to joining RiverPoint, Patrick was a vice president and private banker with J.P. Morgan’s Private Bank high-net-worth office in Cincinnati serving on the executive wealth team. In this position, he worked alongside J.P. Morgan’s Retirement Plan Services Group. Patrick developed an understanding of various profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to minimize taxes and reduce concentration risk. Previously, Patrick was a vice president and banker at J.P. Morgan Chase’s Private Client Group in Chicago, Illinois where he was responsible for investment relationships, customizing asset allocations and worked comprehensively, advising clients on investments and retirement, estate and tax planning.
Patrick earned a Bachelor of Science degree in business administration from The University of Florida. Patrick is actively involved with the CFP® community and is a member of The Cincinnati Financial Planning Advisory Committee. He is a board member for St. Joseph Home and also serves on the finance committee. Patrick completed the United Way Board Orientation and Leadership Development (BOLD) program as well as the Montgomery Community Leadership Program (MCLP).