Richard services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is also a member of the firm’s Mission-Aligned Investing Committee.
Richard joined Fiduciary Investment Advisors, LLC in 2015, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he worked with AXA Advisors LLC. Richard earned a BS from Syracuse University, is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Boston. His personal interests include skiing, exercising, traveling ultimate frisbee and hiking with his son.