Rich started his financial services career at MetLife in 1991 as a customer service representative and shortly became an agent. In 1993, he accepted a position with Butcher and Singer as a retail broker and financial advisor.

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In 1996, Rich began his wholesale investment career with Aetna managing the Ohio and Pennsylvania regions. While he has worked for several large organizations in the profession, his responsibilities for all of the companies have remained the same managing territories across the states of PA, WV, KY, VA, OH, and NY.

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He also delivered professional continuing education content for firms including Merrill Lynch, UBS, Morgan Stanley, and Wells Fargo. In addition, he delivered advanced Continuing Education to CPA's and Attorney's on various advanced planning topics such as social security and IRA distribution planning to help them better serve their clients. His latest responsibility prior to joining Berteotti Insurance and Financial Services, Inc. including the distribution of investment products underwritten or managed by Pacific Life and Pacific Asset Management.

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Rich purchased Berteotti Insurance and Financial Services, Inc. from Lou Berteotti on January 1, 2022. He remains committed to the investment philosophies that Lou has utilized over the years and looks forward to expanding the practice as the years move forward. He is also committed to the highest level of customer service to serve our clientele.

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Rich is a CRC (Certified Retirement Counselor) via INFRE and has an MBA from Point Park University.

 

Public Service

• Past Board Co Chair of Education Plus (Charter School for Dyslexic Children)

• Past Board Member for Pittsburgh Hearing Speech and Deaf Services

• Past Board Member for the National Kidney Foundation