Richard Carey, CFA
Vice President
Richard services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is also a member of the firm’s Mission-Aligned Investing Council.
Richard joined the firm in 2015. Prior to joining the firm, he worked with AXA Advisors LLC. Richard earned a BS from Syracuse University, is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Boston.
Richard joined the firm in 2015. Prior to joining the firm, he worked with AXA Advisors LLC. Richard earned a BS from Syracuse University, is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Boston.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
