Richard S. Grund Jr., MBA

Richard S. Grund Jr. graduated from the University of Miami with a BBA specializing in international finance and marketing in 1991 and received his MBA from the University of Miami in 1996, specializing in finance. Throughout his 29-year investment career, Richard has focused on the design and management of risk-controlled portfolio strategies. He designs client portfolios to help:

 - Minimize the odds of suffering an irreversible loss.
 - Maximize the chances of achieving sustainable/consistent gains.
 - Control self-defeating human behavior that keeps most clients from reaching their goal (stay on track).
 
At his previous firm, Lincoln Financial Advisors, Richard’s responsibilities focused on investment analysis, research, and portfolio management. He was a Regional Director of Investments for LFA and a member of the Lincoln Financial Advisor National Manager Selection Committee. As part of Richard’s duties in 1998, he started a Private Client Investment Services Division to handle high-net-worth clients for LFA advisors and with a reorganization of Lincoln Financial Advisors in 2003 created Grund Day Advisors from that division. A boutique private wealth management firm that separates itself from other firms by the personal relationships it develops with clients, Family Wealth Partners is the union of two entities that have been working together for over two decades, Irwin Gross and Associates and Grund Day Advisors.

2021-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information.