Richard is a portfolio manager for the Small, SMID, and Mid Cap equity strategies and directs the firm’s equity investing efforts. He is a member of the Boston Trust Walden Board of Directors as well as the Investment, ESG Integration, and Quantitative Tools & Methodologies (QTM) Committees. He contributes to securities research across sectors.
Richard began his career in 1997 and joined Boston Trust Walden in 2013. He previously worked at BlackRock, J.L. Kaplan Associates, Village Ventures, and Wellington Management. He earned an MBA from Dartmouth College, an MSc from the London School of Economics, and a BA from Williams College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.