Richard J. Diem, CFA®

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Richard J. Diem, CFA®

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Principal, Chief Investment Officer
717-390-4357  |  rjdiem@ehdadvisory.com

Rich has more than 25 years’ experience in the financial services industry. Prior to joining EHD Advisory Services, he had a six-year career with Fulton Financial Advisors (FFA) as a Senior Vice President and Senior Portfolio Manager. At Fulton, Rich oversaw the firm’s in-house, large-cap, growth-stock fund within the strategic growth portfolio model and chaired the investment policy committee. The committee set corporate policy as well as the strategic and tactical stock allocations for the firm. Before joining FFA, Rich was a Portfolio Manager for PNC and M&T Advisors. Previously, Rich spent time at Dauphin Deposit Corporation, serving as a Financial Analyst supporting the corporation's efforts in strategic planning and mergers and acquisitions.

Rich has received his Chartered Financial Analyst (CFA) designation and is a member of the Philadelphia Society of Financial Analysts. He attended the ABA National Trust School at Northwestern University, holds an MBA from the Smeal College of Business at the Pennsylvania State University, and received his undergraduate degree with honors in Business Economics from the University of California at Santa Barbara.

In the Community:

Rich is a past vice chairman of Easter Seals of South Central Pennsylvania and serves as a consultant to The Common Wheel of Lancaster.

Behind the Scenes:

When he’s not managing investments, Rich enjoys spending time with his family, including working out and playing guitar with his son, watching sports with his daughter, and cooking with his wife. A self-described king of the barbeque, he also enjoys helping to make artisan pizza.

Rich’s favorite sports teams are from New York – the Yankees, Giants, and Rangers. He loves watching HBO, and his all-time favorite series is "Mad Men." He counts among his favorite movies "Dead Poets Society," "The Sound of Music," and "The Godfather." His ideal travel destination is Switzerland, a country he finds both unique and breathtaking, and his favorite color is sky blue. He and his family reside in Hershey with their dog, Kida.

If You Have Coffee with Rich:

You’ll find that he’s a traditionalist – he’ll choose hazelnut.

Rich’s Goal in Helping His Clients:

“I craft portfolios of individual stocks and bonds, along with mutual funds and exchange-traded funds, designed to give each of our clients a dedicated investment solution to reach their financial goals. I strive to give them financial stability but with an opportunity for good growth.”

Richard J. Diem