Richard is Principal and Senior Client Advisor at Bessemer Trust, a multifamily office that has served individuals and families for more than 115 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 25 years of experience in the financial services industry. Richard is on the Certified Financial Planner (CFP) Board of Directors, which is the policy making and oversight body of the CFP Board. He is the Treasurer of Teatown Lake Reservation, a nonprofit nature preserve and environmental education center located in the Lower Hudson Valley. He i