Richard is a Portfolio Manager for the Small, SMID, Mid, and Large Cap Value strategies. He is a member of the Investment and Investment Policy Committees and co-directs the firm’s fundamental equity research efforts. He provides primary research and analysis in the information technology, industrials, and communication services sectors.
Richard began his career in 1997 and joined the firm in 2013. Previously, he worked at BlackRock as an Equity Analyst on the Value Equity team, covering a variety of economic sectors and participating in client service, marketing, and business development efforts. Before joining BlackRock, he worked at J.L. Kaplan Associates, Village Ventures, and Wellington Management. He earned a BA from Williams College, an MSc from the London School of Economics, and an MBA from the Tuck School of Business at Dartmouth. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.