About
Richard Feldman has over 15 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Richard brings a wealth of experience in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice. He is a graduate from the University of Miami where he received his Bachelor’s Degree in Business Administration with an emphasis on Accounting. He holds an MBA from the University of Rhode Island. In his off time, Richard enjoys spending time with his family, golfing, and boating.
Education
- BA, Business Administration, University of Miami, MBA, University of Rhode Island
Articles by topic
Blog
If you’re an investor looking to build a well-diversified portfolio, you’re likely familiar with mutual funds. But do you know how they work, and do you know there are two different kinds? Mutual funds can be classified as closed-end or open-end, and while they have some similarities, they also have some major differences. But first, let’s take a moment to revisit what mutual funds even are.
