Myerson Wealth

Richard Myerson Richard Myerson
President, CEO

Some people know Richard from his years while practicing as a CPA. Others know him as the President of a media distribution company. Yet friends and colleagues know Richard by his passion for food and his skills in the kitchen.
After leaving Public Accounting in 1988, Richard spent several years as CFO and President in private industry before forming The Myerson Agency, which is today Myerson Wealth and Insurance Solutions. Richard brings his knowledge, experience and passion to his practice by working with his clients to design, develop, implement and maintain strategies to maximize clients’ business value and personal wealth. The firm’s analyses and alternative modeling provide recommendations to maximize value for high and ultra-high net worth families, business owners, HENRYs (High Earners, Not Rich Yet), non-profit organizations, and wealthy international citizens.

 

 

Jesse Russo, CPA (ret)
Senior Consultant

Jesse is a financial professional with over 30 years of experience consulting with CFO’s, CAO’s, Controllers and other executives and Board Members.

Prior to his consulting career, Jesse worked first as an investment broker and financial consultant and then as an accountant. Jesse began consulting in 1997 and formed WineCave Consulting, LLC in 2000, where he focuses on the design, implementation and repair of various ERP, Accounting, Fixed Assets, Currency Management, Reporting, Planning and Analytics systems. Jesse joined Myerson Wealth & Insurance Solutions in 2018 as a Senior Financial Consultant. Jesse is responsible for data analytics and presentation reports for our corporate clients, implementing strategies designed to grow and maintain wealth to the business owner.

 

 

 

Dylan Cohen

 

Dylan Cohen
Partner

 

 

 

 

 

 

 

Jill Kessler

 

Jill Kessler
Operations Manager

 

 

 

 

 

 

 

Eric Gharakanian

Eric Gharakanian
Financial Analyst

 

 

 

 

 

 

 

Dani Miles

Dani Miles
Marketing & Business Development

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