Richard Ro

Richard Y. Ro, CPA

Managing Director

Richard is a finance professional with 23 years of experience in accounting, finance, HR, customer experience, IT integration, and Real Estate. He has more than 13 years of experience on executive management teams, and 7 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

Prior to joining Seiler in 2014, Richard served in senior roles including Director of Operations for RepairPal, VP / Co-Founder for Reliance Financial, Senior Consultant for Fort Point Partners, and Senior Consultant for Ernst & Young LLP.

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Professional Memberships

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

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Education / Certification

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

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