Private Advisor, Sports and Entertainment Director, Managing Director
Richard is a Managing Director, Private Advisor at Legacy Family Wealth of Rockefeller Capital Management. Richard’s practice has two focal points. He helps business owners grow, manage, and monetize their most valuable asset, their business. He maintains strong relationships in the M&A, venture capital and private equity space in order to provide further resources to his clients. Richard also works with Sports Agents and Professional Athletes, having created a customized approach to handling the financial game plan for life unique to each individual’s needs and goals.
He holds the designation of Chartered Retirement Planning Counselor, CRPC®.
Prior to joining Rockefeller Capital Management, Richard spent several years at Morgan Stanley and Merrill Lynch. Richard earned an MBA with honors from Thunderbird, the School of Global Management in 2005 where he concentrated his studies in global finance, and portfolio management. Richard graduated from the University of Mount Union in 2004 with a BA in International Economics.
Richard Lives in Scottsdale with his wife Rachael, and three children Stella, Clara and Tressel. He enjoys spending time with his family and friends, traveling, eating great food, and staying active in the community. Richard is also a member of the Fiesta Bowl Committee.