ROBERT L. RIEDL, CPA, CFP®, AWMA®, CFC® in

ROBERT L. RIEDL, CPA, CFP®, AWMA®, CFC®

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Chief Financial Officer, Managing Member & Investment Committee Member at Global Alternative Investment Management LLC
📍 Appleton, Wisconsin, United States

Robert is the CEO of Endowment Wealth Management, a firm he co-founded to serve high-net-worth families. With over 40 years of experience, he leverages his extensive credentials as a CPA, CFP®, and AWMA® to act as a familys chief financial officer, a foundation built upon his accounting and finance degree from Marquette University.

Beyond his financial expertise, Robert has a history of entrepreneurship, having founded multiple businesses, including a small business consulting firm. He demonstrates a commitment to his community through specialized training in dementia awareness, showing a dedication to understanding and assisting vulnerable individuals.

Unique fact: Robert is trained in the Purple Angel program, a global initiative for dementia awareness to better support clients and the community.

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Current Role
Chief Financial Officer, Managing Member & Investment Committee Member
Location
Appleton, Wisconsin, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics ROBERT cares about

Multi-Generational Wealth
His firm's mission is to sustain multi-generational family wealth, unity, and legacy through holistic financial planning and fiduciary advice.
Endowment-Style Investing
His firm's core philosophy is modeled after the successful investment strategies used by major university endowments, focusing on diversification and risk-adjusted returns.
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Career

Work history

1-2022
Chief Financial Officer, Managing Member & Investment Committee Member
Global Alternative Investment Management LLC
2-2013
CEO Wealth Mgmt -Multi-Family Office, Fee-Only Fiduciary Adviser, & Trust Services
Endowment Wealth Management, Inc.- a Multi-Family Office
2-2013
Chief Financial Officer & Director Exchange Traded Fund Models
ETF Model Solutions, LLC
8-2003 - 2-2013
Director of Wealth Management - Multi-Family Office & RIA
Sumnicht & Associates - Multi-Family Office & RIA
8-1995 - 3-2002
Vice President & Founder
Craftsmen Industies, LLC
In the press

Media appearances

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Education
1976 - 1980
BSBA 1980
Marquette University
1982 - 1984
CFP & AWMA
College of Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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