Team Spotlight: Richard Stein Jr.
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Team Spotlight: Richard Stein Jr.

Team Spotlight: Richard Stein Jr.

Richard began his career as an analyst and then associate at Inertia Advisors, a boutique investment bank in New York that focused on Financial Technology and specialized in Mergers and Acquisition advisory. He worked directly with the firm’s East Coast Managing Director and Co-founder to help take clients to market by building financial forecasts, drafting marketing presentations, helping position near term strategy and growth, and generally developing go-to-market initiatives.

 

He enjoyed working directly with his clients: understanding their place in the market, future potential, and risks that may be highlighted during the due diligence process of a capital raise or sale. That led him to a corporate development role at a private equity platform company, which he held briefly prior to being lured by his father, Rick, to help found Wellhouse Company.

 

Richard moved back to Riverside after stays in New York, Atlanta, and Jacksonville Beach. He’s a graduate of Sewanee – The University of the South and enjoys traveling, cooking, and spending time with his family and friends. He also serves on the boards of Beaver Street Enterprise Center, Fresh Ministries, and a renewable energy startup.