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2015-06-13T00:00:00.000Z

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Wrong Richard Fichtel?

Mr. Richard Fichtel J.

Director of Investments

Graf Financial Advisors LLC

HQ Phone: (973) 633-9199

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 sound financial and investment choices that improve the quality of their lives since 1996. Ac... more

Find other employees at this company (3)

Background Information

Employment History

Manager of Pension Investments
Ingersoll-Rand Company

Independent Auditor
Deloitte LLP

Affiliations

Member
NY Society of Security Analysts

Member
American Institute of Certified Public Accountants Inc

Member
CFA Institute

Director; Benefit Plan
Wyeth

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 [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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