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)