As Senior Family Office Advisor, Richard’s role is unique. He guides workflow and project management within client service teams and serves as a trusted advisor to client family members. Richard also collaborates with the investment operations team on process improvement and procedure enhancements.
An employee since 2013, Richard moved into the family office environment from the banking industry. His broad accounting background and strong drive allowed him to quickly move into a senior role within the firm.
Richard earned a Master of Professional Accountancy and a bachelor’s degree in business administration from the University of Wisconsin-Whitewater. A self-proclaimed modifier, Richard enjoys working with cars and other outdoor equipment.