- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Richard is a Senior Vice President and Wealth Strategist based in Northern California. In this position he develops relationships with high net worth individuals, families, business owners and executives, and provides services focused on investment management, estate planning, and private banking.
Experience
Richard joined Northern Trust in 2021 as a Bank Advisor providing complex credit solutions to the firms' high net worth clients. Prior to joining Northern Trust, Richard was a Senior Relationship Manager and Vice President for Wells Fargo's Commercial Banking Group based in San Francisco. His pervious experience includes managing complex credit, treasury and investing relationships for corporations, non-profits, private equity firms, and high net worth individuals and families.
Community Involvement
Richard volunteers at the San Francisco-Marin Food Bank as well as with the Friends of the Urban Forest. Richard is also member of the Executive Leadership Committee for Raphael House, the first and largest family homeless shelter in San Francisco.
Joined Northern Trust
2021
Education
Bachelor of Arts in Economics with a minor in Mathematics, Vassar College
San Francisco
Cash Services Unavailable
580 California Street
Suite 1900
San Francisco, California 94104