CoverProfile

Richard Finch

Director

Green Square Wealth Management

United States, Tennessee, Germantown

About Me

Richard manages Green Square’s operations, and is responsible for financial reporting, executing strategic initiatives, and creating, monitoring and testing policies and procedures as required by the Advisors Act of 1940. Before joining Green Square in 2009, he was an executive vice president at the Spectra Group, a real estate development company. He started his career at Ernst & Young in finance and accounting. Richard received his Bachelor of Arts degree from Rhodes College and his Master of Business Administration degree from the Owen School of Management at Vanderbilt University.

Profile Information

Director

Green Square Wealth Management

Investment Team,Operations Team

Investor

Multi-Family Office

Germantown

Tennessee

United States

Feb 22, 2025

More profiles to browse

SS
Steve Sansom
Founder & Chairman
Profile Photo
Bahman Parvinian
Founder
LG
Lloyd Grissinger
Vice Chairman & Head of Green Square Family Office
Profile Photo
Woodson C Whitehead
Partner

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management