Identity Theft Prevention & Cybersecurity Best Practices
Years ago, careful watch over your wallet and important documents was sufficient protection against identity…
Richard joined the firm in 2012 and currently serves as senior vice president of Data Management. He is responsible for the firm’s technology strategy and architecture and oversees the development of systems and applications for internal and also client use. He acts as the liaison to all external technology resource partners.
Previous Experience
- Developer at Bridgewater Associates, Client Service Technology Department
- Analyst Programmer at Sungard/Sherwood International
- EDI Project Manager at Folgate Insurance
- Analyst Programmer at Misys
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
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