Richard Roscelli, MBA

Director of Private Wealth Strategies


 

Richard Roscelli is a Senior Investment Advisor and leads the management, due diligence, and integration of Private Wealth Strategies for Whitwell & Co., LLC.

With over 30 years of experience in the financial industry, Richard has managed international derivative trading desks and interacted with many of the top institutions during periods of extraordinary financial events. It was during this period that his passion for the integration of private and traditional wealth strategies became a driving force and was fostered. Richard has collaborated with financial professionals, fund sponsors, and investors to develop strategies focusing on diversification, risk, tax, and portfolio volatility management.

Richard holds a BBA in International Business from Hofstra University and an MBA in Global Business from Walden University. He has been a resident of Southern Nevada since 2003, having relocated from the NY/NJ area (not giving up on the 24-hour life). He and his wife are passionate Personal Watercraft Riders and enjoy expanding their understanding of topics related to health, finance, history, and art.