MAY 6 • 2021 | 43
O
ver the last 12 years,
Matt Ran has held
nearly every role
at Telemus — from intern
to wealth analyst to chief
operating officer. Now,
he has a new
title — partner.
The oldest son
of the firm’s
founder, Gary
Ran, recently
became the
company’s sixth
partner, representing the next
generation of leadership for
the Southfield-based family-
owned business.
Telemus provides financial
advisory, asset and liability
management, investment
management and a host
of new services to wealthy
families, professionals,
entrepreneurs, company
executives, new and
institutional investors, retirees
and others.
“I’m excited about this new
role,” Ran says. “It’s an honor
to carry my father’s vision into
the future as we continue to
expand and grow.”
While he jokes that he’s
spent his “whole life” in and
out of the office, Ran officially
joined the Telemus team in
2008. He is a graduate of
Wayne State University with a
B.A. in economics. He earned
an M.B.A from the Virginia-
based Jack Welch Management
Institute.
Matt is also active in the
Jewish community, serving
on the boards of the Jewish
Federation of Metropolitan
Detroit (where he is co-chair
for Detroit’s National Young
Leadership Cabinet), Michigan
ORT, the Jewish Community
Center and Yad Ezra. In the
midst of it all, he and his wife,
Jodie, are busy raising their
two young children.
“Matt has taken
it upon himself
to develop the
skillset necessary
to lead Telemus
into the future,”
says Gary Ran.
“I think there
are a lot of positives to
[working with family] — trust,
familiarity — we are proud to
call him a partner.”
Matt’s brother, Michael,
moved back to Michigan from
Philadelphia several years ago
and joined the company, too.
He serves as a financial life
adviser.
A lot has changed since the
firm was founded
in 2005 by Ran
and partners Lyle
Wolberg and
Bob Stone, not
to mention the
major changes
brought about by
the COVID-19
pandemic. But, Telemus has
grown and changed with the
times. This past year alone, the
company expanded, adding
four new lines of business —
Corporate Executive Services,
Family Office, Private
Investments and Insurance.
Today, Telemus has $3 billion
in assets under management
and more than 40 employees.
Ari Fischman, a 20-year
veteran in insurance, estate
planning and
finance is one of
the company’s
recent hires. He
previously worked
with Telemus as a
strategic partner
and continues
to manage his independent
insurance agency, Fischman
Insurance Group.
“
As complexities of financial
markets and solutions have
increased, we realized that
our clients needed one trusted
source to give them unbiased
fiduciary advice not only for
investments but all financial
decisions,” Wolberg says.
“Our role has moved from
stockbroker to planner to
life manager — as clients
have come to rely on us to be
their trusted adviser with all
financial aspects of their life.”
ADDED SERVICES
The new offerings include
financial planning and
implementation for corporate
leaders, a family office that
helps oversee all aspects of
a family’s financial picture,
private investments in less
traditional areas like real
estate, private equity and
hedge funds, and insurance
and risk protection services.
There’s even a “bionic-adviser”
called Telemus Digital that
enables users to take a risk
and suitability assessment and
build a portfolio that matches
their risk tolerance.
“It’s for the children
and grandchildren of our
existing clients, recent college
graduates or anyone else who
is just getting started down
the road toward financial
independence,” Matt Ran
says. “It can be accessed from
anywhere through the Telemus
Digital app.”
As the team looks ahead
to the future, they say the
company’s growth and
expansion will continue.
“We have a number of
exciting ideas that we hope
to announce in the coming
months,” Wolberg says.
“Everything we are looking
at adding will be focused on
giving our clients a better
experience that will lead to
them enjoying their life and
wealth.”
To learn more, visit telemus.com.
Telemus names Matt Ran partner,
expands services.
Generation to
Generation
ROBIN SCHWARTZ CONTRIBUTING WRITER
Telemus offices
are in Southfield.
Gary Ran
Lyle
Wolberg
Matt Ran
Ari
Fischman
BUSINESS