About Richard

As a Portfolio Advisor to Gilman Private Wealth Management, Richard brings his financial capabilities in asset management to high-net-worth individuals and corporations. With his depth of experience in the equity and fixed income markets, he engages closely with each client providing unbiased market judgement and highly personalized investment strategies.

Throughout his career he has but one clear mission, to provide excellence in meeting clients portfolio needs with the highest degree of work ethics and principles.

A graduate of the University of South Carolina where he earned a BA, he has 43 years of experience in the financial industry with firms such as Manufacturers Hanover Investment Corporation, MD Sass Investors, and Chase and MD Sass Partners.

Richard and his wife, Melanie now live in North Stamford, CT where they keep their two horses and remain active members in the Greenwich Riding and Trails Association. They are also active members in Rotary International and other charitable organizations. Their son and daughter live in Greenwich, CT.

Richard is a weekend golfer and an avid fan of NY sports teams like the NY Giants, NY Yankees and NY Rangers.

Markets

What’s on the horizon for the proposed House reconciliation bill?

May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Markets

What’s on the horizon for the new House reconciliation bill?

May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now