Richard joined HighTower in March 2012 after 10 years with the Private Banking and Investment Group at Merrill Lynch. Previously, he worked for 16 years with Goldman Sachs: 13 as a wealth manager and three as an equity research associate.
Richard is the senior investment strategist of the team, overlaying macroeconomic and capital markets perspectives on the qualitative and quantitative work of the team. His direct responsibilities include managing high-grade, tax-exempt fixed income portfolios for domestic clients, as well as analyzing and recommending alternative investments. In addition, Richard has had extensive experience covering hedge funds at Goldman Sachs.
Richard began his career in 1986 in the Equity Research Department of Goldman Sachs, covering healthcare companies and non-bank financial institutions. Prior to that, Richard graduated Summa Cum Laude and Phi Beta Kappa with a B.S. from Syracuse University with a concentration in finance and corporate law.
In 2009 he was named as one of the Top 1000 Advisors by Barron’s. In 2014, he was awarded Best Client Service (under $5B) from Private Asset Management magazine and named a Top Registered Investment Adviser by Financial Times. He was named a Five Star Professional Wealth Manager as featured in New York Magazine for 2014, 2015, 2016 and 2017. As part of HSW Advisors, Richard was also named as part of the Financial Times Top 300 Teams in 2014, 2015 and 2016.
Richard and his wife, Kathy, live in Tenafly, NJ and have two sons; one a professional ballet dancer and the other a freshman at Montana State University. Rich also holds a position on the Board of Directors for the International League of Conservation Photographers (ILCP).