Richard Ifft Lerach

Current Employers

Employment History

• 12/2011 → 06/2024
  Gateway Financial Group
  Pittsburgh, PA
• 12/2011 → 06/2024
  M Holdings Securities, Inc.
  Portland, OR
• 05/2024 → Present
  Ubs/The Lrm Group
  Pittsburgh, PA
• 11/2011 → Present
  Atmos Advisory Llc (F/K/A Gpwm Llc)
  Pittsburgh, PA
• 06/2024 → 12/2025
  The Leaders Group Inc
  Littleton, CO

Other Businesses

1.) HUB INTERNATIONAL - 9/14/2017 - 210 Sixth Avenue, 30th Floor, Pittsburgh, PA 15222 - Solicitor, will make introductions to contacts who may need assistance with employee/group-related benefits, Not Invt Rel, Insurance business, 2 hrs/mo; 2 hrs/mo (during trading hours). 2.) TROVE PROFESSIONAL SERVICES - 5/29/19 - 2081 Center Street, Berkeley, CA 94704 - Independent Contractor, Business development contractor, Not Invt Rel, Business Development, 1 hr/mo; 1 hr/mo (during trading hours). 3.) UNDERWRITER'S BROKERAGE SERVICES AND THE LRM GROUP - 5/1/24 - Two Gateway Center | 603 Stanwix Street, Suite 1655 | Pittsburgh, PA 15222 - Producer, Identify potential insurance clients, Not Invt Rel, Insurance business, 1 hr/mo; 1 hr/mo (during trading hours). 4.) CHILDREN'S MUSEUM OF PITTSBURGH; 10 CHILDREN'S WAY, PITTSBURGH, PA 15212; CURRENT BOARD MEMBER, CHAIR OF INVESTMENT COMMITTEE; 5 HRS/MONTH 0 DURING TRADING; NO COMP; investment related 5.) MT LEBANON COMMUNITY FOUNDATION; PO BOX 24514, PITTSBURGH, PA 15234; CO-BOARD MEMBER, VICE PRESIDENT, CHAIR OF INVESTMENT COMMITTEE; 5 HRS/MONTH 0 DURING TRADING; NO COMP; investment related 6.) HIDDEN VALLEY SKI PATROL; 1 CRAIGHEAD ROAD, SOMERSET, PA 15501; 09/01/2021; SKI PATROLLER; IN A VOLUNTEER CAPACITY, AS AN OEC (OUTDOOR EMERGENCY CARE) TECHNICIAN, WE PROVIDE HOSPITALITY AND EMERGENCY CARE SERVICES ON BEHALF OF THE SKI RESORT; NOT INVESTMENT RELATED; 16 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; FREE SEASON PASS. 7.) ESTATE PLANNING COUNCIL OF PITTSBURGH (EPC); P.O. BOX 97795, PITTSBURGH, PA 15227; 03/30/2022; Member; INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ALL ASPECTS OF ESTATE PLANNING; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; NO COMPENSATION. 8.)ST. PAUL'S EPISCOPAL CHURCH; 1066 WASHINGTON RD MT LEBANON, PA 15228; ENDOWMENT COMMITTEE MEMBER/TRUSTEE; 0 DURING TRADING; NO COMP; investment related 9.) THE PITTSBURGH FOUNDATION; BOARD MEMBER; 921 FORT DUQUESNE BLVD, FL 10, PITTSBURGH, PA 15222; 06/2023; NO COMPENSATION; 1 HOUR/MONTH; 1 HOUR/MONTH DURING BUSINESS HOURS; not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-04
• S63 Uniform Securities Agent State Law Examination
  2002-08-28

Designations

Other Names

• Richard James Lerach
• Rich Lerach
• Rick Lerach