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 Investing Team. 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.