Ruth L. Gretz works directly with our clients offering advice, guidance and objective, personalized strategies and comprehensive financial planning across the spectrum of wealth management. RDM’s clients include high-net worth individuals, affluent families, successful business enterprises, nonprofit organizations and endowments.
Prior to joining RDM, Ruth had over twenty years of experience providing tax and financial planning solutions to wealthy individuals and their businesses, including family offices, C-Suite executives and investment firms (including hedge funds and private equity funds), as well as mid-tier firms. She has held a variety of positions with some of the world’s leading accounting firms, including Arthur Andersen, Deloitte and as a financial advisor at Merrill Lynch. At RDM, Ruth leverages her broad knowledge of tax, financial planning, and investments to manage the financial planning process in order to create and deliver customized financial plans, investment management and other financial solutions for our clients including trustee and business valuation services.
Ruth is a Certified Public Accountant (CPA), a Personal Financial Specialist TM (PFS) with the AICPA, and a Certified Financial Planner TM (CFP®). She earned her Bachelor of Business Administration degree in Accounting from the University of Michigan’s Ross School of Business. Ruth currently serves on the Advisory Council (Member-at-Large) and the Investment Committee for the Connecticut Society of CPAs. She is also a member of the American Institute of CPA’s (AICPA), the Connecticut Society of CPA’s (CTCPA), the New York State Society of CPAs (NYSSCPA), and the Financial Planning Association (FPA). Ruth also holds the Series 7 and 63 licenses.