Romano Wealth Management
For over 60 years, Romano Wealth Management has provided sound investment management services to our valued clients, supervising over $1 Billion in assets. We’ve been managing your investments—like our investments—since 1962. Nothing hones one’s investment acumen like having your own money on the line, so that’s why we’re co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum–and in our own profit sharing and personal accounts as well. Simply put, we seek ideas for our clients that we’d use—and do use—in our own portfolios. Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs).
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Verified contacts
14
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
108
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- SM
Scott Miller
Portfolio Manager · Finance & Accounting
EmailPhone - OH
Omar Haq
Associate · Finance & Accounting
EmailPhone - EB
Eric Bederman
Chief Operating & Compliance Officer · General Business & Management
EmailPhone - JR
Joe Romano
President · General Business & Management
EmailPhone - RR
Richard Romano
Chairman · General Business & Management
EmailPhone - BL
Brett Larson
Portfolio Manager · Finance & Accounting
EmailPhone - KM
Kyle Munson
Associate Portfolio Manager · Finance & Accounting
EmailPhone - PH
Peter Hemwall
Portfolio Manager · Finance & Accounting
EmailPhone - VR
Valerie Romano Larson
Operations Manager · Operations
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Romano Wealth Management
9 distinct titles indexed · top 9 shown.
- 4portfolio manager
- 2associate
- 1associate portfolio manager
- 1chairman
- 1chief operating & compliance officer
- 1operations associate
- 1operations manager
- 1president
- 1sales assistant
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