Our Team

A founding partner of Altair, Richard has been advising wealthy families since 1988. Combining financial expertise along with a legal and banking background, Richard brings an integrated approach to his role as an independent Chief Financial Officer for wealthy families. He has been ranked twice by Worth magazine as one of the nation’s top 100 wealth advisors. His clients include entrepreneurs, family business owners and c-suite executives from a wide range of national and multinational corporations.

Prior to launching Altair, Richard was a principal with Arthur Andersen, where he helped develop its nationwide investment advisory services practice. Prior to Andersen, he was a private banker at Continental Bank and The Boston Company.

A well-known and active member of the Chicago philanthropic community, Richard lends his time and expertise to many civic and charitable causes. He has served on the governing council of Advocate Illinois Masonic Medical Center, the board of Ravenswood Health Care Foundation, the board of Meals on Wheels Chicago and founded the Chicago chapter of Social Venture Partners. He was a Presidential Fellow at Kenyon College and a member of the Executive Committee, Treasurer and Vice President of the University Club of Chicago.

Richard helped develop and serves as a founding member of the national advisory board of Warriors and Quiet Waters Foundation, a Bozeman organization that conducts therapeutic fly fishing and individual development programs for combat veterans.

An avid outdoorsman, he spends as much time as possible with family and friends bird hunting or on the water with a fly rod.

Richard splits his time between Sarasota, Bozeman and Chicago.

Please see important disclosures regarding accolades here.