Prior to joining Strategy Asset Managers, Richard worked at UBS for 14 years as a Senior Vice President of Investments. He has over 28 years of experience in Wealth Management and Portfolio Management for his clients and holds a Foundation Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP).

Residing in Coral Gables, Florida with his family, Richard is fluent in Spanish and will be responsible for growing the Strategy Asset Managers client base in the Southeastern U.S.A. and Latin America. He received an M.B.A. from the Thunderbird School of Global Management and a B.A. from the University of Arizona.

Series 7 & 66 Securities Licenses