Richard Dahling, CFA, CFP®, CAIA®

Senior Consultant

Dick services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring.

Prior to joining the firm in 2021, he was a Vice President/Investment Strategist for Fidelity Investments’ Workplace Investing organization. Dick’s industry experience also includes serving as a Director for BMO Nesbitt Burns, the investment banking division of the Bank of Montreal. He earned a BA with Honors in Economics from Trinity College and his MBA from the University of Virginia’s Darden School of Business. Dick is a member of the Board of Trustees and Head of the Investment Committee for the University Liggett School as well as an active member of the Alumni Board for the Darden School of Business. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP®) and a Chartered Alternative Investment Analyst (CAIA®). Dick is a lifelong pianist – contemporary standards, a World War II and economic history enthusiast and a golfer with a passion for links courses.