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This profile was last updated on 8/10/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Richard J. Fichtel

Wrong Richard J. Fichtel?

Director of Investments

Phone: (973) ***-****  HQ Phone
Email: r***@***.com
Graf Financial Advisors LLC
1680 Route 23 ~ Suite 110
Wayne , New Jersey 07470
United States

Company Description: Graf Financial Advisors, LLC ("GFA") is a Fee-Only financial advisory and wealth management firm located in Wayne, New Jersey. We have been helping people make...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • BS , Management
    St. John's University
  • MBA , Accounting
    NYU Stern School of Business
Web References
Graf Financial Advisors - Meet The Team
www.graffinancialadvisors.com, 10 Aug 2014 [cached]
Richard Fichtel
...
Richard J. Fichtel, CPA, CFA, CFP®
Director of Investments
Mr. Fichtel is a Certified Public Accountant (CPA) and possesses the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Prior to joining GFA, Mr. Fichtel was Assistant Treasurer, Benefit Plan Investments at Wyeth for approximately 15 years. In that role, his primary responsibilities included managing the investments of Wyeth's $4.0 billion defined benefit pension trust and overseeing $3.0 billion in 401(k) plan assets, as well as advising the company's foreign subsidiaries and affiliates on retirement plan investment matters. Mr. Fichtel served as Secretary of the Wyeth Investment Committee, a board-appointed body assigned fiduciary oversight of the company's U.S. and Puerto Rico retirement plan investments, and also served on the Wyeth-Canada Pension Committee and the Wyeth-U.K. Trustee Investment Subcommittee. Mr. Fichtel has spoken at a number of investment conferences and plan sponsor association meetings regarding large-scale investment transitions and the role of passive strategies in institutional portfolios.
Prior to joining Wyeth, Mr. Fichtel was Manager of Pension Investments at Ingersoll-Rand Company ("I-R"). In addition to his pension and savings plan-related duties, he conducted personal finance and investing workshops at many of I-R's U.S. locations to promote financial literacy and greater familiarity with the I-R retirement benefit program among the company's employees.
He is a member of the American Institute of Certified Public Accountants (AICPA), the CFA Institute and the NY Society of Security Analysts (NYSSA).
Early in his career as a CPA, Mr. Fichtel worked as an independent auditor for Deloitte, Haskins & Sells and an internal auditor for Capital Cities/ABC and CBS.
He earned an MBA in Accounting from the NYU Stern School of Business and a BS in Management from St. John's University. Rich financed the full cost of his education with income earned as a professional musician and music instructor.
In his spare time, Rich enjoys playing the drums and is a fitness enthusiast. When his children were younger, he coached them in baseball, basketball and hockey.
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