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Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Richard
Grzymajlo
Richard
Rick
M. Grzymajlo
Director, Segment Lead
Education:
Executive Education from the University of Wisconsin-Madison, School of Business
Executive Education from The Wharton School, University of Pennsylvania
BS in Marketing, Miami University
Experience:
Fifth Third Bank - Stock Transfer Manager
Memberships:
The Summit Country Day School Foundation - President
FEG Asset and Risk Allocation Team
FEG Investment Advisory Committee
CFA Institute (Affiliate)
CFA Society of Cincinnati (Affiliate)
National Business Officers Association
Past Memberships:
Advisory Board for Investment Management Institute
Chaminade-Julienne Catholic High School - Financial Advisory Council
Cincinnati Chamber of Commerce
Council on Foundations
Greater Cincinnati Planned Giving Council
Latest Publications
The Supreme Court Strikes Down Trump's Tariffs—What Changes, and What Doesn't
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Fourth Quarter 2025: Let The Good Times Roll
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The Next Fed Chair: What Warsh Could Mean for Markets
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Seeking the Sweet Spot in Private Credit
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The Great Venezuela Oil Rush, Like Molasses in January
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When Doves Cry: Anticipating the Fed's Accommodative Turn
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View All