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.