Principal/Chief Investment Officer
Richard serves as Chief Investment Officer, Principal, and Portfolio Manager at Carnegie. He is responsible to oversee the investment process of the firm and manage custom portfolios for selected clients.
Richard has over 25 years of experience in investment management. He has worked in various firms including Merrill Lynch, Roulston & Company, Hubbard Associates, and Greenleaf Capital Management. He has served on various non-profit boards such as Ashtabula County Medical Center and St. Paul’s Episcopal Church. Richard earned his B.S Finance from The University of Dayton. He lives with his wife and four children in Cleveland Heights, Ohio.