Relative Value Partners, Llc
Relative Value Partners (RVP) is a SEC registered investment advisor that manages customized discretionary accounts for wealthy families and small institutions. RVP believes that asset allocation is the most critical component of a portfolio's total return and we work with clients to find a strategy that fits their financial needs and risk tolerance. RVP was founded in 2004 by Maury Fertig and Bob Huffman. Maury, Bob and the rest of the professional team have over 100 years of combined investment experience and continue to invest a part of their personal assets alongside RVP's clients.
7-day free trial · no credit card
Verified contacts
16
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
193
organic / mo
Sign up free to see all 16 verified contacts at Relative Value Partners, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- MB
Mary Beth Cook
Financial Services · Finance & Accounting
EmailPhone - RD
Rebecca Deaton
Partner, Financial Advisor · Finance & Accounting
EmailPhone - BP
B. Patrick Roselle
Vice President · General Business & Management
EmailPhone - CM
Christina MacQuarrie
VP, Compliance & Operations · Legal
EmailPhone - WS
Whitney Spalding Spencer
Vice President and Financial Advisor · Finance & Accounting
EmailPhone - AG
Alexandrea Gardner
, & · Other
EmailPhone - CG
Catherine Goel
COO CCO · General Business & Management
EmailPhone - DM
David McGranahan
Financial Advisor - Partner · Other
EmailPhone - RF
Ruth Fiorentino Uress
, & · Other
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Relative Value Partners, Llc
13 distinct titles indexed · top 10 shown.
- 2, &
- 2vice president
- 2vice president and financial advisor
- 1analyst
- 1associate wealth advisor
- 1ceo
- 1coo cco
- 1financial advisor - partner
- 1financial services
- 1partner, financial advisor
- +3more titles
Sign up to unlock all 16 contacts at Relative Value Partners, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 16 verified contacts at Relative Value Partners, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.