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

