Richard L. Intrater
President & CEO
Long-Term Solutions, LLC

Highlights of Previous Professional Experience

Sand Hill Advisors, LLC - Palo Alto - Senior Managing Director. A Wealth Management firm that purchased the assets of Sutter Starmont Asset Management in 2003.  At Sand Hill, joined their Board of Directors, Executive and Investment committees and served as both a Senior Portfolio Manager and Chief of Marketing and Business Development.

Sutter Starmont Asset Management - San Francisco - President and CEO. A boutique wealth management company that was the result of a brief merger of Sutter Street Capital and Starmont Asset Management. Recognized by Bloomberg as a top Wealth Manager.

Sutter Street Capital Management - San Francisco - President and CEO. An SEC registered RIA in conjunction with Northwestern Mutual Financial Services, to provide top-level investment planning and management to their largest Bay Area clients. Recognized by Bloomberg as a top Wealth Manager

Mullin Consulting - Bay Area - Practice Leader. A national firm that develops executive compensation and benefit strategies for major corporations.

Lehman Brothers - New York and San Francisco - Senior Vice President.  Spent 13 years overseeing many of Lehman’s most significant institutional relationships.

United States Export-Import Bank - Washington, D.C. - Financial Analyst. Specialist concentrating on US-Latin America trade issues.

Philanthropic Endeavors

  1.      Chairman, Board of Directors, KIPP Bay Area Schools
  2.      Former President of Boys and Girls Clubs of San Francisco
  3.      Former National Trustee of the Boys and Girls Clubs of America
  4.      Former Board Member of the Coyote Point Museum of Environmental Education
  5.      Board Member of the Family Service of San Mateo County 

 

Education

  1.      BA - Finance at the University of Arizona
  2.      Graduate work in international studies at the University of Missouri

 

Corporate Board Activities

  1.    Member of Board of Directors of Viryd Technologies
  2.    Observer to the Board of Fallbrook Technologies
  3.    Observer to the Board of GEO2 Technologies

 

Education

  1.      BA - Finance at the University of Arizona
  2.      Graduate work in international studies at the University of Missouri
  3.      Series 5,7,63,65 Security Exams