RANDALL J. RICHARD
Randy manages the firm’s investments and portfolio allocations and selection of institutional products.
Randy is an MBA Graduate from Suffolk University. He has more than 25 years of experience in the banking and financial services industry, including senior management positions with UBS, Inc. and Putnam Mutual Funds, as well as experience in asset management, business development and consulting. He has consulted to several national and international community banks interested in developing and executing business plans to provide investment services.
Randy is a General Securities Principal and Registered Representative with the Financial Industry Regulatory Authority, a former member of the Financial Planning Association as well as the Investment Management Consultants Association. He holds an insurance license in Maine and an Investment Advisory Representative license. In his spare time he enjoys golfing, traveling, cycling, health & fitness, fishing and spending time with his family.