Richard E. Mundinger, CFAPrincipal, Portfolio Manager
Richard brings over two decades of investment management experience to serving RMH Investment Management's clients' investing needs. Prior to joining RMH Investment Management, Richard was a Principal at Sunrise Capital Management, LLC where he developed an innovative "total return" investment strategy to smooth out portfolio volatility and enhance returns. This total return philosophy is the basis behind RMH Investment Management's approach to investment management and has consistently outperformed a number of investing benchmarks. Before Sunrise, Richard was Vice President at RBC Dain Rauscher where he oversaw the investment management for retirement and pre-retirement clients. Prior to that, Richard held institutional equity and derivatives positions for several investment firms in Canada.
Richard has earned the right to use the Chartered Financial Analyst (CFA) designation and has written a variety of published articles on topics such as hedging concentrated stock positions, investment policy statements and asset allocation strategies. Richard graduated from the University of Toronto with a Bachelor of Commerce in Finance and is a Fellow of the Canadian Securities Institute.
When not advising investors, Richard enjoys spending time with his family, wife Kathy and children Clay and Erica, playing golf, mountain biking, reading and traveling. Richard is an active member of the Tucson community, serving on the Investment Committee and Board of Trustees for the Community Foundation of Southern Arizona, Rotary International and President of the CFA Society of Tucson.
Shelleigh Wolfe-PetersenClient Advisory Services
Shelleigh Wolfe-Petersen joined RMH Investment Management, LLC, in 2013 as a client advisor.
Prior to joining RMH, Shelleigh was with The Northern Trust Company where she was a trust administrator and client advisor for fourteen years. In this role, she was responsible for managing relationships with individuals, trusts, and families. She was also responsible for the fiduciary oversight of these relationships.
Originally introduced to the trust and investment business when she joined Harris Bank's Sun City office, Shelleigh spent several years with that company, acquiring general trust and estate planning knowledge and developing strong ties with the professional community. Her experience at Harris also included private banking duties for the small branch.
Shelleigh has three children, four grandchildren, and enjoys spending time with her family.