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RVP teams up with Focus Financial

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Relative Value Partners (RVP) has entered into a partnership with Focus Financial Partners, LLC, an international partnership of independent, fiduciary wealth management firms.

“Our partnership with Focus Financial will provide RVP with additional resources and access to best practices in accounting, technology, and compliance, as well as aid our talent recruitment and development efforts,” says Maury Fertig (pictured), CIO and co-founder of RVP. “This agreement allows the firm to devote more time towards investment management and client service while maintaining 100 percent operational control.”
 
RVP also announced that two of its valued team members have been promoted to partners of the firm.
 
Catherine Goel joined RVP in 2005 and serves as the firm’s chief compliance officer. Prior to RVP, she worked as an analyst on the Interest Rate Derivatives Sales desk at Credit Suisse First Boston. Catherine graduated from Cornell University with a BS in Operations Research & Industrial Engineering.
 
Greg Neer joined RVP in 2009. Previously, Neer was a proprietary trader at JP Morgan where he focused on closed-end funds. Before JPMorgan, Greg was the Senior Equity Analyst covering the closed-end fund sector at Stifel Nicolaus. Greg graduated with a BSBA from American University.
 
“The promotions of Catherine and Greg are clear indicators of RVP’s commitment to developing talent and creating a multigenerational investment management firm with a deep bench,” says Bob Huffman, CEO and co-founder of RVP. “This is an exciting time for RVP, as we position the firm for future growth and longevity.”
 

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