University of Delaware
Richard Jakotowicz Jr is an accomplished finance professional with extensive experience in financial planning and wealth management. Currently serving as the Director of Financial Planning at Benchmark Financial since May 2018, Richard leads a fiduciary practice prioritizing client interests. Concurrently, Richard holds the position of Director of Financial Planning & Wealth Management at the University of Delaware, contributing to experiential learning and technology integration in financial planning education since August 2008. Previous roles include Senior Wealth Manager at TIAA-CREF Financial Services and Global Investment Specialist at J.P. Morgan Private Bank. Richard's academic background includes a Master's degree in Finance from the Alfred Lerner College of Business & Economics at the University of Delaware, along with various other credentials in financial planning and management.
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University of Delaware
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The University of Delaware - a state assisted, privately chartered institution - is a Land Grant, Sea Grant, Space Grant and Carnegie Research University (very high research activity). The University, with origins in 1743, was chartered by the State of Delaware in 1833. A Women's College was opened in 1914, and in 1945 UD became permanently coeducational. The main campus is located in Newark, Delaware, a suburban community of nearly 30,000, situated midway between Philadelphia and Baltimore. Courses are also offered at the Wilmington campus and at other locations throughout the State, including Dover, Georgetown, Milford, and Lewes.