Rick Oppenheim Named Vice Chair for the IAA's Smaller Advisers Committee
Recently, Rick Oppenheim, General Counsel & Chief Regulatory Compliance Officer, was named as Committee Vice Chair for the Investment Adviser Association (IAA) Smaller Advisers Committee. IAA provides opportunities for firms with limited personnel and budgets to network and discuss compliance issues.
Rick joined Telemus in 2009 and is responsible for all legal and regulatory compliance matters for the firm’s financial life management services, including investment management, wealth advisory, family office services, and integrated insurance solutions. He is a graduate of the University of Michigan and completed his law degree at Wayne State University.
Congratulations, Rick, on the new leadership role.
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