Richard Russell Matthias

Current Employers

Employment History

• 01/2012 → Present
  Matthias & Matthias, Pl
  Winter Park, FL
• 07/2017 → Present
  Matthias Private Wealth, Llc
  Winter Park, FL

Other Businesses

MANAGING PARTNER, MATTHIAS & MATTHIAS, PL: LAW FIRM; NON-INVESTMENT RELATED; 700 W MORSE BOULEVARD, WINTER PARK, FL 32789; 2004 - PRESENT; PROVIDE LEGAL ADVICE TO CLIENTS FOCUSING ON ESTATE PLANNING, ASSET PROTECTION, TAX ISSUES, TRUST AND ADMINISTRATION, BUSINESS CONSULTING AND REAL PROPERTY. 120 HOURS/MONTH, 80 HOURS/MONTH DURING SECURITIES TRADING HOURS. BOARD OF DIRECTORS - AUDIT COMMITTEE CHAIR, COMPENSATION COMMITTEE CHAIR, TRUST COMMITTEE MEMBER AND CHARITABLE TRUST COMMITTEE MEMBER, FIRST AMERICAN BANK OF CHICAGO: PRIVATELY HELD BANK, NON-INVESTMENT RELATED; 700 BUSSE RD. ELK GROVE VILLAGE, IL 60007; 2009 - PRESENT; OVERSEE INTERNAL AUDIT DEPARTMENT AND EXTERNAL AUDIT COMPANIES, OVERSEE BANK COMPENSATION STRATEGY, REVIEW TRUST DEPARTMENT OVERALL MANAGEMENT, INVESTMENT PLAN AND STRATEGY, AND ADMINISTER MULTIPLE CHARITABLE TRUSTS, SCHOLARSHIP AND OTHER NONPROFIT ENTITIES. 10 HOURS/MONTH, 5 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-06

Other Names

• Richard R Matthias
• Skip R Matthias