Consulting Team
Byron A. Sanders, Chief Investment Officer
Byron A. Sanders is a successful leader in portfolio analysis and design for high-net-worth families. He directly oversees the investment management of accounts totaling more than $300 million. With over 30 years of experience in the institutional sales and trading sectors of the securities industry, Mr. Sanders brings a broad range of experience to the Riverside Wealth Management team, with particular expertise in portfolio analysis and design. By maintaining close contact with leading academic researchers, Mr. Sanders incorporates the continually evolving tenets of Modern Portfolio Theory into our investment solutions, offering clients the most effective asset allocations for their needs. Mr. Sanders has been president of Dale K. Ehrhart Inc., a leading national investment management firm, since 2003, after having joined the firm in 1999. His prior experience includes positions as lead institutional trader at Raymond James and several other Southeast US regional boutique investment firms.
Mr. Sanders holds a Bachelor of Arts degree in English from Duke University. His current FINRA licenses include General Securities Principal, Registered Options Principal, Registered Representative and Financial Operations Principal.
Robert C. Keyser, Portfolio Management
Robert C. Keyser has 30 years of experience in the financial services industry. He has worked at a regional boutique investment firm assisting individuals and families with developing and implementing investment strategies. Mr. Keyser was a senior financial advisor with AIG Valic, specializing in retirement planning, life insurance and comprehensive financial planning. Mr. Keyser assists in managing over $300 million in individually designed portfolios for high-net-worth families using an investment philosophy grounded in Modern Portfolio Theory and current academic research. Mr. Keyser is a vice president at Dale K. Ehrhart Inc., a leading national investment management firm. As part of the Riverside Wealth Management team, Mr. Keyser utilizes his experience and knowledge to analyze and develop investment strategies, retirement plans and insurance solutions for our clients.
Mr. Keyser holds a Bachelor of Arts degree in finance from the University of Notre Dame. He is a Certified Financial Planner and a Chartered Life Underwriter. Mr. Keyser's current FINRA licenses include General Securities Principal, Registered Options Principal and Registered Investment Advisor Representative.
Julie E. Sendelbach, Practice Management
Julie E. Sendelbach is the founder and president of RGH, LLC, a firm providing executive and organizational practice management services exclusively to companies within the financial services industry. Throughout her 15-year career as an executive, she has accumulated expertise in areas such as corporate turnarounds, mergers and acquisitions, and the creation of new business initiatives.
Ms. Sendelbach is recognized in the industry for her ability to effect change by mobilizing commitment and building enabling systems. A results-oriented professional whose sole focus is on changing behaviors in ways that support the implementation of new initiatives, she has an entrepreneurial approach that incorporates a solid understanding of organizational functioning in the areas of systems, leveraging human capital, leadership development and effective communication.
Varied career opportunities, both in the US and UK, have led Ms. Sendelbach's professional development in niche areas of the financial services industry, such as venture capital, trust services, asset management, investment advisory and broker-dealer services.
Ms. Sendelbach has built her professional accomplishments on a strong academic foundation including a Bachelor of Science degree, summa cum laude, in organizational behavior, and a Master of Arts in counseling psychology, both from the University of San Francisco. She received her coach training at the prestigious Newfield Network.
She has worked with professionals affiliated with the following organizations: AXA Advisors, Cambridge Financial, Dimensional Fund Advisors, Nationwide Financial, Morgan Stanley, TD Ameritrade, LPL Financial, Raymond James, Scotia McLeod and Sun Guard.
Members of the Consulting Team are not employees of Riverside Wealth Management.
Byron A. Sanders, Chief Investment Officer
Byron A. Sanders is a successful leader in portfolio analysis and design for high-net-worth families. He directly oversees the investment management of accounts totaling more than $300 million. With over 30 years of experience in the institutional sales and trading sectors of the securities industry, Mr. Sanders brings a broad range of experience to the Riverside Wealth Management team, with particular expertise in portfolio analysis and design. By maintaining close contact with leading academic researchers, Mr. Sanders incorporates the continually evolving tenets of Modern Portfolio Theory into our investment solutions, offering clients the most effective asset allocations for their needs. Mr. Sanders has been president of Dale K. Ehrhart Inc., a leading national investment management firm, since 2003, after having joined the firm in 1999. His prior experience includes positions as lead institutional trader at Raymond James and several other Southeast US regional boutique investment firms.
Mr. Sanders holds a Bachelor of Arts degree in English from Duke University. His current FINRA licenses include General Securities Principal, Registered Options Principal, Registered Representative and Financial Operations Principal.
Robert C. Keyser, Portfolio Management
Robert C. Keyser has 30 years of experience in the financial services industry. He has worked at a regional boutique investment firm assisting individuals and families with developing and implementing investment strategies. Mr. Keyser was a senior financial advisor with AIG Valic, specializing in retirement planning, life insurance and comprehensive financial planning. Mr. Keyser assists in managing over $300 million in individually designed portfolios for high-net-worth families using an investment philosophy grounded in Modern Portfolio Theory and current academic research. Mr. Keyser is a vice president at Dale K. Ehrhart Inc., a leading national investment management firm. As part of the Riverside Wealth Management team, Mr. Keyser utilizes his experience and knowledge to analyze and develop investment strategies, retirement plans and insurance solutions for our clients.
Mr. Keyser holds a Bachelor of Arts degree in finance from the University of Notre Dame. He is a Certified Financial Planner and a Chartered Life Underwriter. Mr. Keyser's current FINRA licenses include General Securities Principal, Registered Options Principal and Registered Investment Advisor Representative.
Julie E. Sendelbach, Practice Management
Julie E. Sendelbach is the founder and president of RGH, LLC, a firm providing executive and organizational practice management services exclusively to companies within the financial services industry. Throughout her 15-year career as an executive, she has accumulated expertise in areas such as corporate turnarounds, mergers and acquisitions, and the creation of new business initiatives.
Ms. Sendelbach is recognized in the industry for her ability to effect change by mobilizing commitment and building enabling systems. A results-oriented professional whose sole focus is on changing behaviors in ways that support the implementation of new initiatives, she has an entrepreneurial approach that incorporates a solid understanding of organizational functioning in the areas of systems, leveraging human capital, leadership development and effective communication.
Varied career opportunities, both in the US and UK, have led Ms. Sendelbach's professional development in niche areas of the financial services industry, such as venture capital, trust services, asset management, investment advisory and broker-dealer services.
Ms. Sendelbach has built her professional accomplishments on a strong academic foundation including a Bachelor of Science degree, summa cum laude, in organizational behavior, and a Master of Arts in counseling psychology, both from the University of San Francisco. She received her coach training at the prestigious Newfield Network.
She has worked with professionals affiliated with the following organizations: AXA Advisors, Cambridge Financial, Dimensional Fund Advisors, Nationwide Financial, Morgan Stanley, TD Ameritrade, LPL Financial, Raymond James, Scotia McLeod and Sun Guard.
Members of the Consulting Team are not employees of Riverside Wealth Management.
