Richard Tregerman

Partner

Rich was recruited to Veritable in 1998 from a very substantial single family office where he was financial analyst and director of tax. He leads a portfolio management team at Veritable and has been a partner since 2004. A long-suffering Mets fan (since 1962 when the franchise was created), Rich grew up in New York and earned a BA from SUNY Binghampton and an MBA from Southern Methodist University. He is also a CFA® charterholder and a CPA and, as the father of two, adult special needs sons, Rich has become a self-taught expert on taxes, estate and gift planning, social security, Medicaid, and Special waivers and services for people with special needs. He and his wife Sheryl are charter Advisory Board members of Friendship Circle, a national charitable organization for special needs children and young adults. Rich also volunteers his time and expertise to the management of the endowment assets of the Jewish Employment and Vocational Services (JEVS), a Delaware Valley organization that serves special needs young adults, non-violent felons, and adults at-risk from poverty.

Richard Tregerman

Partner

Rich was recruited to Veritable in 1998 from a very substantial single family office where he was financial analyst and director of tax. He leads a portfolio management team at Veritable and has been a partner since 2004. A long-suffering Mets fan (since 1962 when the franchise was created), Rich grew up in New York and earned a BA from SUNY Binghampton and an MBA from Southern Methodist University. He is also a CFA® charterholder and a CPA and, as the father of two, adult special needs sons, Rich has become a self-taught expert on taxes, estate and gift planning, social security, Medicaid, and Special waivers and services for people with special needs. He and his wife Sheryl are charter Advisory Board members of Friendship Circle, a national charitable organization for special needs children and young adults. Rich also volunteers his time and expertise to the management of the endowment assets of the Jewish Employment and Vocational Services (JEVS), a Delaware Valley organization that serves special needs young adults, non-violent felons, and adults at-risk from poverty.