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Richard A. Gotterer

Managing Director Florida
Phone: 305.960.2285
Facsimile: 305.397.1875
Email: rgotterer@wescott.com
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Assistant: Adina Lewis
Phone: 305.960.2350

As Managing Director of Wealth Management Services, Richard has overall accountability for the coordination and delivery of financial advisory and wealth management services in Wescott’s South Florida service area. Serving as the area’s Senior Financial Advisor, Richard provides direct financial planning and wealth management advice and services to prospective and current clients and serves as the local coordinator of Wescott’s Florida-based business operations.

Prior to joining Wescott, Richard served as Chief Investment Officer and Senior Vice President at Gibraltar Private Bank & Trust for more than 9 years. As Chairman of the Investment Strategy Group, he spearheaded a team that introduced and implemented a globally diversified open architecture investment solution developed by Wescott. Richard also supervised the investment process and personally managed approximately $300 million of client fixed income portfolios in taxable and municipal bonds. While working with many of the bank’s high net worth clients, Richard developed personalized investment objectives, asset allocation plans and established target returns with highly successful results.

Before joining Gibraltar, Richard was the Vice President/Fixed Income Portfolio Manager at Schroder Investment Management in New York for more than 7 years where he managed approximately $3 billion in taxable fixed income securities for institutional investors and high net worth investors. He was also a member of the firm’s portfolio strategy and asset allocation committee and co-managed two mutual funds. Richard began his career as a financial analyst in the investment banking department of Oppenheimer & Co.

The Wall Street Journal and other financial publications have frequently quoted Richard as an expert in fixed income markets. His vast knowledge of economic and market conditions has led to frequent speaking engagements for clients and professional associations. Richard is a frequent contributor to a number of well respected financial publications and is well-versed in discussing and addressing a wide range of tax, accounting, estate planning and insurance issues.

Richard earned his Bachelor of Science in Business Administration with a specialization in accounting from American University in 1984. He is currently pursuing a Certification in Financial Planning from Boston University’s Institute of Finance. He is married with two children and active in his community. Richard is proud to serve as a Trustee of the Bet Shira Endowment and on the Board of the Greater Miami Jewish Federation South Dade Chapter.