Richard is Principal and Senior Client Advisor at Bessemer Trust, a multifamily office that has served individuals and families for more than 110 years. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and family office services, leveraging over 20 years of experience in the financial services industry. Richard is on the Certified Financial Planner (CFP) Board of Directors, which is policy making and oversight body of the CFP Board. He is the Chair of Teatown Lake Reservation’s investment committee, helping them manage their endowment assets. He is also the past Chair of Harlem Commonwealt