Senior Managing Director, Lowrie Wealth Management Group
Branch / Location: Cleveland, OH
At the helm of the Lowrie Wealth Management Group is Richard Lowrie, Senior Managing Director. With 30+ years’ experience in the financial services industry, Rich’s team manages over a quarter billion dollars in assets for individuals, families and fiduciaries and has several relationships that span three and four generations. His focus within the team is on investment policy and strategy, portfolio management and relationship development.
Rich began his career in 1988 with McDonald & Company as a Portfolio Analyst. He quickly was promoted to positions with increasing responsibility, including serving as Vice President and Manager of the Portfolio Strategies Group. Here, Rich was responsible for a group of analysts that offered stock selection, investment strategy and portfolio management advice to the firm’s 300+ advisors. He was Chairman of the firm’s Investment Policy Committee and editor of the firm’s monthly newsletter, The Right Approach, which had a circulation of nearly 10,000 clients per month.
In 1997, Rich teamed with company veterans Ralph String and Beverly Smith to help expand their practice, which was formed in 1952 — and the Lowrie Wealth Management Group was born.
Rich is an honors graduate with a degree in Accountancy from Case Western Reserve University (CWRU). He is also a graduate of the industry’s top executive development program, the Securities Industry Institute, and is a former trustee of the program.
Active in several civic and community organizations, Rich is currently the Co-Founder and Senior Advisor of Put Growth First, and a member of the Cleveland Association for Business Economics. He served on advisory boards of the Ted Ginn Foundation, the Ginn Academy and the Conservative Union. In addition, Rich served on the Corporate Visiting Committee of CWRU. Rich is a past trustee of the Cleveland chapter of Economics America and a former advisory board member of the Ohio Chapter of Americans for Prosperity.
In his spare time, Rich enjoys reading, exercising and chopping wood for winter. He is an avid collector of Ronald Reagan campaign buttons and plans to donate the collection, believed to be the third largest in the country, to the Reagan Ranch Center in Santa Barbara, CA.
A resident of Gates Mills, Rich has two daughters.