Richard has more than 25 years experience directing the investment and trading activities for the team. He is one of a select group of Senior Portfolio Managers, providing clients with custom portfolios that tie in directly with their comprehensive financial plans.

Previously, Richard was a Certified Public Accountant and Management Consultant at Deloitte & Touche, where he structured fixed income derivatives for such clients as Salomon Brothers and Goldman Sachs. He is a graduate of the University of Memphis with a B.S. in accounting and an M.B.A. from the University of Texas. 

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY