Sergio de la Fe

Partner at RSM US LLP

Sergio de la Fe

Sergio de la Fe

Partner at RSM US LLP

Biography

Sergio de la Fe is former Chairman & Partner at RSM US LLP.

Overview
RelSci Relationships

2399

Number of Boards

2

Number of Awards

4

Relationships
RelSci Relationships are individuals Sergio de la Fe likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at RSM US Wealth Management LLC

Relationship likelihood: Strong

Office Managing Partner, Philadelphia at RSM US LLP

Relationship likelihood: Strong

Chief Risk Officer at RSM US LLP

Relationship likelihood: Strong

Chief Financial Officer at RSM US LLP

Relationship likelihood: Strong

Chief Operating Officer at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Schaumburg at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner-Illinois at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, San Francisco at RSM US LLP

Relationship likelihood: Strong

Market Managing Partner, New York at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Dallas at RSM US LLP

Relationship likelihood: Strong

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Sergio de la Fe
Partner at RSM US LLP
Education
Bachelor of Arts in Accounting
Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

The Institute of Internal Auditors (IIA) is an international professional association with global headquarters in Altamonte Springs, Florida, USA. The IIA is the internal audit profession's global voice, recognized authority, acknowledged leader, chief advocate, and principal educator. Generally, members work in internal auditing, risk management, governance, internal control, information technology audit, education, and security.

Member
Current

The Florida Institute of Certified Public Accountants serves as the association for all CPAs certified in the state. Founded in 1905, the FICPA has been working to advance the accounting profession in Florida for more than 100 years and now has more than 18,500 members. Continued membership growth and renewal has made the FICPA one of the largest CPA organizations in the United States.

Career History
Partner
Current

RSM US LLP engages in the provision of accounting services. The firm offers audit, tax, consulting, and wealth management services. It serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Partner
Tenure Unconfirmed

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. RSM's recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. RSM focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Awards & Honors
2019
Association of Latino Professionals in Finance and Accounting - Executive of the Year
CPA (Certified Public Accountant)
Chartered Global Management Accountant
Other Affiliations

Sergio de la Fe is affiliated with RSM US LLP, RSM US Wealth Management LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Sergio de la Fe. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Sergio de la Fe's profile does not indicate a business or promotional relationship of any kind between RelSci and Sergio de la Fe.