Aprio, a CPA-led business advisory firm, has announced that Richard Schriefer has joined the firm’s wealth management division as a new partner in its New York City office.
In his new role, Schriefer will aim to provide personalized wealth management guidance to clients across the Northeast.
He joins Aprio from Dayton and Sydney Wealth Strategies, a division of equitable, where he managed a portfolio of over 250 investment and retirement plan clients with assets under management of $100m.
Schriefer brings more than 20 years of asset management experience to his new role, he also holds a life and health insurance registrations in over 35 states.
He said: “Having worked alongside Adam and his team for years, I know first-hand that we share an unparalleled and unwavering dedication to our clients. I am especially enthused by the dynamic synergy of Tarlow joining with like-minded Aprio.
“Our approach strategically evaluates every aspect of a client’s financial life, enabling us to deliver peace of mind, convenience, ease and, most importantly, time for clients to truly enjoy life.”
Adam Venokur, Northeast Regional Managing Partner at Aprio, added: “I’m thrilled to welcome Richard to Aprio’s growing team in New York.
“Richard, alongside the Aprio New York team, will coordinate clients’ financial, investment and tax planning to provide the best contextual advice so they can make the best financial decisions.”