Richard Veidenheimer - Adviser Investments

Richard Veidenheimer

Senior Managing Director

Dick oversees the relationship management team for Adviser Investments and is responsible for all client interactions. He also serves on Adviser Investments’ Portfolio Review Committee, which establishes the portfolio allocation for all new clients. Dick has worked in the financial services industry since 1985. He served in both retail and institutional roles at Fidelity Investments, Charles Schwab and Kobren Insight Management (KIM). He joined Adviser Investments upon its acquisition of KIM in 2011. Dick earned his B.A. from Denison University. He lives in Needham, MA, with his wife and two children (and dogs). He is an avid curler in the winter and a devoted advocate for the sport year-round.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

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