Richard S. Grund Jr., MBA, AIF®
Richard Grund of Family Wealth Partners Honored in Forbes Best-in-State Advisors
Richard S. Grund Jr. graduated from the University of Miami with a BBA specializing in international finance and marketing in 1991 and received his MBA from the University of Miami in 1996 specializing in finance. Throughout his 29-year investment career, Richard has focused on the design and management of risk-controlled portfolio strategies. He designs client portfolios to help:
Minimize the odds of suffering an irreversible loss
Maximize the chances of achieving sustainable/consistent gains
Control self-defeating human behavior that keeps most clients from reaching their goal (stay on track)
At Lincoln Financial Advisors, Richard’s responsibilities focused on investment analysis, research, and portfolio management. He was a regional director of investments for LFA and a member of the Lincoln Financial Advisor National Manager Selection Committee. In 1998, he started a Private Client Investment Services Division to handle high-net-worth clients for LFA advisors. With a reorganization of Lincoln Financial Advisors in 2003, he created Grund Day Advisors from that division. A boutique private wealth management firm that separates itself from other firms by the personal relationships it develops with clients, Family Wealth Partners is the union of two entities—Irwin Gross and Associates and Grund Day Advisors—that have been working together for more than two decades.
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
Randall B. Day
Wealth Planner Associate
Randy was born in Boynton Beach and raised in South Florida. He graduated in 1999 from the University of Florida in Gainesville, Florida, with a BSBA in finance and business administration. Upon graduation, Randy began his career in the financial services industry as a transaction analyst with the portfolio services division of Advest, Inc. His initial duties included the daily reconciliation of client accounts. Randy was promoted to a performance analyst shortly thereafter. His new duties included the reconciliation of performance of client accounts, benchmarking, and the compilation of data for manager composites.
In 2001, Randy joined the planning department of Lincoln Financial Advisors. In his new position, Randy assumed the responsibilities of analyzing existing client portfolios as well as constructing new client portfolios. Randy’s duties included daily portfolio operations and trading. Due to reorganization of Lincoln Financial Advisors in 2003, Grund Day Advisors was formed. Family Wealth Partners is the union of two entities (Irwin Gross and Associates and Grund Day Advisors) that have been working together for more than decades.
Bonny L. Bernula
Bonny L. Bernula
Bonny lives up to her title when it comes to coordinating the various items for the clients and the office. She is instrumental in case design, processing, and servicing life insurance, long-term care, and income continuation coverage. In addition to compiling and formalizing estate desires, she reads the initial drafts and functions as the liaison between client and attorney. Other responsibilities include public relations, compliance, marketing, and tracking investment reviews.
Bonny was born and raised in Ottawa, Canada. She joined the firm in June 2008. She has her life, health, and variable annuities license. Prior to joining the team, she worked as an account manager and executive assistant for European Tile Masters. She is a proud grandmother of two and enjoys spending time with her family, in addition to reading, soccer, and traveling.
Charles W. Gallagher
Charles W. Gallagher graduated with honors from West Virginia University. He holds a BS in business administration. He has more than 19 years of wealth management experience, with extensive experience in comprehensive wealth planning, investment management, and estate, and charitable planning strategies.
Charles previously served as vice president/officer with JP Morgan Private Wealth Management in Atlanta. He opened the Private Wealth Management group in January 2006 and was responsible for the division operations as a top-10 growth office in 2009 for JP Morgan. Prior to joining JP Morgan, Charles served as regional director of investments for Lincoln Financial Advisors from 1997 to 2006. His primary responsibilities included development of the overall investment strategy and oversight of the research and portfolio management. During this tenure, he served on the Wealth Advisory, Investment Manager Selection, and Compliance committees.
In October 2013, Charles was honored with a recognition by Atlanta Magazine for his selection as a "Five Star Wealth Manager In Atlanta*. Charles has also been quoted in publications such as Catalyst magazine.
Charles holds FINRA Series 7, 24, 63, and 66 securities registrations through Commonwealth Financial Network.
Karina Trullà-Mualem, WMS™
Wealth Planning Associate
Karina was born and raised in Caracas, Venezuela. She moved to the United States to attend college. In 2006 she graduated Cum Laude from American University in Washington, DC with a Bachelor’s Degree in International Studies.
Karina Joined the firm in 2018 seeking a career change, after working in the legal field for many years. Some of her duties included gathering and analyzing financial data, preparing financial affidavits and the reconciliation of accounts.
She holds FINRA Series 7 Securities Registration, the Wealth Management Specialist (WMS™) designation and is pursuing the Certified Financial Planner (CFP®) certification. At Family Wealth Partners, some of her duties include gathering and analyzing financial data; assisting in the development, implementation and monitoring of financial plans, as well as completing and submitting investment-related documents.
Karina is fluent in Spanish and has basic knowledge of Hebrew. She is married and a proud mom of 2 boys. She loves spending time with her family, baking and travelling around the world. In the community, she supports her local synagogue and local charities.
*Five Star award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes: active credentialed financial professional for a minimum of 5 years, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepting new clients, client retention rates, client assets administered, number of client households, education and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers’ future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information please visit www.fivestarprofessional.com.