Richard Carey, CFA
Vice President, Institutional Advisory
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.
