About Randall
Serving the Rosemont area, Randall provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Randall works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Randy is a tenured professional with over 25 years of experience working with ultra-high net worth clients. He has spent the first 5 years at Fifth Third within Mirador, the Family Office division of Fifth Third Bank, where he provided investment solutions for our ultra-high net worth families. This included the creation of investment policy statements, portfolio construction, tactical asset allocation and performance oversight. In addition, Randy serves on the Private Markets Investments Committee developing customized non-marketable alternative asset portfolios within Private Equity, Credit and Real Assets for all Fifth Third Private Bank clients. Previously, he worked in the multi-family office of a national firm headquartered in Chicago, advising clients working with average assets greater than $300m.
He has extensive experience in investment strategy, asset allocation, manager due diligence and selection, and portfolio and risk management
He has extensive experience in investment strategy, asset allocation, manager due diligence and selection, and portfolio and risk management
Education
Miami University, Oxford, Ohio
DePaul University Kellstadt Graduate School of Business, Chicago, Illinois
DePaul University Kellstadt Graduate School of Business, Chicago, Illinois
Licenses & Professional Designations
- CAIA
- CFA
- CFP®
- CIMA
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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