Clearview Business Summary

We are a boutique investment management firm

  • Each of our highly credentialed principals has over 30 years of experience
  • As a local firm we are always accessible

Our role is investment management and strategic wealth planning

  • We are an independent, fee only, advisor with no investment banking or brokerage subsidiaries
  • As your investment advocate we provide client centered solutions

We are 100% employee owned

Meet Our Team

<strong>Richard Furmanski</strong>
Richard FurmanskiCFA & CFP®
Richard has been a portfolio manager and analyst for over 30 years. His money management career started at Harris Bank in Chicago where he managed $200 million for individuals and institutions. He co-founded Concord Investment Company in 1987 where he served as president and chief investment officer.

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<strong>Stephen Riley</strong>
Stephen RileyCFA, CFP® & CPWA®
Stephen has held several senior management and marketing related positions in the investment management industry over the past 30 years. In addition to extensive investment advisory experience, his diverse background has included consulting to investment advisers on tax-aware investments at Parametric Portfolio Advisors and high net-worth-hedge funds of funds creation, management and distribution at Hedge Fund Research Asset Management.

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<strong>Mary Ellen Adam</strong>
Mary Ellen AdamDirector of Operations
Mary has over twenty years of experience in the fields of customer service, office administration and firm operations. Mary’s responsibilities include client service and problem resolution, account creation and maintenance, account reconciliation, trading and trade support, compliance, billing and marketing support.

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