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.
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.
financed the full cost of his
education with income earned as a professional musician and music instructor.
spare time, Rich
enjoys playing the drums and is a fitness enthusiast.
children were younger, he
coached them in baseball, basketball and hockey.