- Richard E Harrison
(Senior Vice President) - David R. Goodman
(Senior Vice President) - Larry O'Callaghan
(Senior Vice President) - Joshua W. Marble
(Vice President, Portfolio Manager)
Richard E. Harrison, Senior Vice President, Wealth management services, reliance trust
Richard Harrison is Senior Vice President for Wealth Management Services in Reliance Trust’s Indiana office. He manages all trust and investment related functions in the Indiana location. Richard has more than 23 years of trust and investment management experience.
Prior to joining Reliance Trust in 2011, Richard was President and Chief Operating Officer for Harrington Wealth Management until it was acquired by Reliance Trust in 2011. His trust and investment management background included tenure with Union Federal Savings Bank in Indianapolis and Indiana and Irwin Union Bank in Columbus, Indiana. He was also a trust examiner with the Indiana Department of Financial Institutions.
Richard is a member and treasurer of the Epilepsy Foundation of Indiana and serves on the finance committee of Holy Cross Lutheran Church.
Richard has a Bachelor of Science degree in finance from Indiana University and a Masters of Business Administration with honors from the University of Indianapolis. He is also a graduate of the American Bankers Association Trust School and hold a Series 65 license.David R. Goodman, MBA, Senior Vice President
Mr. Goodman has more than thirty years of banking and investment management experience. He served as President of the Mark Twain Plaza Bank and as President and shareholder of the Lenexa National Bank. In 1996, Mr. Goodman and his partner formed F&G Capital Management LLC, a registered investment advisory firm. The firm catered to high net worth individuals, managing personal and retirement assets. In July 2000, F&G Capital Management merged with Harrington Wealth Management Company. Mr. Goodman earned a B.S. from Tulane University and an M.B.A. from the University of Kansas, where he was named to the Beta Gamma Sigma Honor Society.
Larry S. O'Callaghan, Senior Vice President of Business Development, Wealth Management Services, Reliance Trust
Larry O’Callaghan is Senior Vice President of Business Development for Wealth Management Services in Reliance Trust’s California office. He is responsible for the source and development of new wealth management customers, in addition to growing existing client relationships at this location. He provides clients with appropriate financial solutions that address wealth accumulation, preservation and transfer needs. Larry has more than 20 years of investment experience.
Prior to joining Reliance Trust in 2011, Larry was Senior Vice President of Harrington Wealth Management from 2001 until it was acquired by Reliance Trust in 2011. He is FINRA licensed and holds a Series 7 (General Securities) and Series 66 (Combined State Law) license. He is state licensed for Insurance and Annuity products and is a board member of the UCSB Economic Forecasting Project.
Larry received a Masters of Business Administration degree in finance and marketing from the University of California. He also has a Bachelor of Arts degree in psychology from the University of California and an Associates of Arts degree in general education from Orange Coast College.
Joshua W. Marble, Vice President, Investment Officer, Wealth Management Services, Reliance Trust
Joshua Marble is Vice President and Investment Officer for Wealth Management Services in Reliance Trust’s Indiana office. Joshua has more than 10 years of investment industry experience.
Prior to joining Reliance Trust in 2011, Joshua was the Portfolio Manager for Harrington Wealth Management until it was acquired by Reliance Trust in 2011. He holds a Series 7, 63 and 66 licenses and is a Level III Chartered Financial Analyst.
Joshua has a Bachelor of Arts degree from Southern Illinois University.
