Richard has over 25 years of experience in the investment industry. Before joining Bellwether in 2023, he worked with a broad range of institutional and high-net-worth investors, including global investment fund managers, multi-billion-dollar pension funds, and corporations, providing both advisory and consulting services.
Richard holds a Bachelor of Arts from the University of Waterloo, where he majored in Economics with a specialization in Finance. He is a Certified Financial Planner (CFP), a CFA charterholder, and a registered Portfolio Manager with the Ontario Securities Commission. Richard also holds the Chartered Alternative Investment Analyst (CAIA) and Certificate in Investment Performance Measurement (CIPM) designations, and is licensed to sell life insurance through the Life Licence Qualification Program (LLQP).
When he is not at work, Richard enjoys spending time with his kids, at the gym, traveling, playing tennis, skiing or on the golf course (if time allows)!
