Richard J. Reese, CFA, AVA
Download CV
Richard
Reese has over 20 years of professional experience including the
valuation of public and private companies, investment portfolio
management, and financial consulting.
His areas of practice include
business valuation services for the purposes of mergers &
acquisitions, shareholder disputes, owner buyouts, marital
dissolutions, and estate and gift tax purposes. He
provides expert consulting services to attorneys and their clients and transaction
advisory services to middle market closely-held companies.
Prior to forming R.J. Reese & Co., Richard was an investment portfolio manager in the
securities brokerage and investment banking industry with Robert W.
Baird & Co., and Stifel Nicolaus & Co. Prior to that, he
served in the institutional money management arm of one of the
nation's largest banks. Before that, he has served as a branch manager of a
national employee benefits firm where he gained valuable experience
working with institutional clients, investment boards, and plan
sponsors.
Richard holds the Chartered Financial
Analyst (CFA) designation from the CFA Institute and is an
Accredited Valuation Analyst (AVA) with the National Association of
Certified Valuation Analysts. He is a candidate for the Accredited
Senior Appraiser (ASA) designation from the American Society of
Appraisers. Richard holds a B.S. in Management from Cardinal Stritch
College.
Professional Memberships
- American Society of Appraisers
- National Association of Certified
Valuation Analysts
- CFA Institute
- Twin Cities Society of Security
Analysts
- North Central Chapter of the
Institute of Business Appraisers
Accreditation in Business
Valuation
- Accredited Valuation Analyst (AVA)
- Chartered Financial Analyst (CFA)
- Candidate for Accredited Senior
Appraiser - Business Valuation (ASA)