About Richard

As a Portfolio Advisor to Gilman Private Wealth, 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.

Outlook

US inflation print increased less than expected in May: Here’s what that means for investors

June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Outlook

US adds 139,000 jobs in May, showing gradually moderating labor market

June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
Markets

All eyes on DC: 3 things investors should watch

June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now