Richard Veres

Richard Veres

CFA, CEBS

LinkedIn

“Professional work is an opportunity for constant learning and growth. With great clients and associates we do this every day.”

In 1993, Rich and Highland co-founders Marc Williams and Bill Kinde committed to serving a gap in the investment advisory marketplace. Many organizations weren’t receiving the attention they deserved in the management of their investment programs. Highland proposed to close that gap as Investor Advocates® in these markets.

Today, Highland continues to serve those markets with a year-to-year client retention rate of more than 98 percent. Rich and Marc have expanded the business to provide objective, fee-only advice to a wide range of companies, nonprofits and families, too.

Clients and colleagues are what I most enjoy about work. Nothing is more rewarding than hearing a client say, ‘Highland is different. You really care about your clients.’”

Rich and his wife Beth have five adult children and one grandchild. Because he never met his own grandparents, Rich takes particular joy in watching three generations interact, and making memories with his kids—like the high school basketball game he attended with son Drew. “LeBron James drove down the court, and in mid-air passed the ball between his legs to slam dunk it. We stood there with our mouths wide open, stunned.” Rich later gave Beth his unbiased, objective and conflict-free opinion. LeBron was “some incredible combination of Magic Johnson and Michael Jordan.”

Experience
  • 38 years relevant experience
  • 25 years with Highland
Education
  • BBA, College of William and Mary
  • MBA, Case Western Reserve University
Membership/Association
  • CFA® Charterholder
  • Certified Employee Benefit Specialist
  • CFA Institute
  • CFA Society of Cleveland
  • In His Steps Foundation, Investment Committee Chair
  • Bay Village Foundation, Vice President
  • Certified Employee Benefit Specialist (CEBS), Past President, NE Ohio Chapter