Forbes_BISWMT_0123-00902.jpgWe are honored to be recognized as one of Forbes Best-In-State Wealth Management Teams for 2023.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.
Clorinda Ratto

Clorinda Ratto

    • Client Service Associate

    Clorinda began her career on Wall Street over 25 years ago as a Secretary for the Margin Department. Learning everything she possibly could there and wanting to expand her career, she went to work for one of the largest Brokerage Firms. It was there that she supported the Manager of Client Services and Quality Assurance. Her career path led her to Institutional Sales and Trading. This new venture was not only exciting but very rewarding as she became an Institutional Sales Assistant. This position sharpened her skills as a multi-tasker. Her attention to detail, time sensitivity and overall office skills caught the attention of the Director of Research and Head of US Equity Sales. She took on a more challenging role as an Executive Assistant to the COO, Director of Research and Head of US Equity Sales and managed 18 assistants and acted as liaison between syndicate and the institutional sales department. Several years after becoming an Executive Assistant to several Managing Directors in the Global Equities Department she left Wall Street to become a stay-at-home mom.

    After having the privilege of raising her children, she felt it was time to go back to the Financial Industry. Lured with the opportunity of working close to home and the firm’s ethics, she became part of the Richmond Wealth Management Team as a Client Associate. With the skills she acquired on Wall Street, she continues to support and contribute her knowledge and experience as a valuable member of Richmond Wealth Management.

    In her leisure, Clorinda thoroughly enjoys being a mom and wife, spending quality family time with her husband and their two children. She loves traveling, cooking and physical fitness.