Richard Ro

Richard Y. Ro, CPA

Managing Director, Family Office

Richard is a finance professional with 21 years of experience in accounting, finance, HR, customer experience, IT integration, and Real Estate. He has more than 11 years of experience on executive management teams, and 5 years serving ultra-high net worth families. Richard holds expertise in the following disciplines:

  • Family office services for ultra-high-net-worth individuals and families
  • HR, employee benefits, payroll, IT infrastructure, and facilities
  • Private foundation accounting and reporting
  • Financial, IT, or process audit design and execution
  • Internal control and design implementation
  • Development and execution of budgets and financial forecasts
  • Acquisition, development and disposition of real estate
  • Startup strategy formation and infrastructure setup/management
  • Customer experience/success management and growth
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Professional Memberships

  • American Institute of Certified Public Accountants
  • California State Society of Certified Public Accountants


Education / Certification

  • B.S. in Accounting & Finance, University of California, Berkeley Haas School of Business
  • Certified Public Accountant, California


Professional Experience

  • Director of Operations, RepairPal
  • VP/Co-Founder, Reliance Financial
  • Mortgage Broker, Manhattan Financial
  • Senior Consultant, Fort Point Partners
  • Senior Consultant, Ernst & Young