Client Analyst, CFA
As a Client Analyst, Richard is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Richard is also a member of the firm’s Mission-Aligned Investment® Committee. He joined Fiduciary Investment Advisors, LLC in 2015, which combined with DiMeo Schneider in 2020. Prior to joining the firm, Richard worked with AXA Advisors LLC. He earned a BS from Syracuse University, is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Boston. Richard’s personal interests include skiing, exercising, traveling ultimate frisbee and hiking with his son.