About
Richard
Richard is actively involved in helping clients with stock selection and portfolio design.
Richard began his career in 1976 with Citibank’s Investment Management Group in New York City. He was transferred to Houston in 1980 and has been there ever since. Throughout a succession of increasingly responsible positions, Richard has developed a thorough knowledge of economics, securities analysis, and portfolio management. He joined Focus Partners in 2026.
Richard is a supporter of Wake Forest academic and athletic programs and has hired numerous Wake Forest students as summer interns. He has served on the Boards of Unity National Bank, the Woodland Hollow Civic Association, the Houston Entrepreneur’s Society, and the Houston Safari Club.
Richard is married to Carrie, a Deacon in the Methodist Church. They have four children and eight grandchildren.
Education and Professional Milestones
-Wake Forest University – bachelor’s degree
-Vanderbilt University – Master of Business Administration
Richard is actively involved in helping clients with stock selection and portfolio design.
Richard began his career in 1976 with Citibank’s Investment Management Group in New York City. He was transferred to Houston in 1980 and has been there ever since. Throughout a succession of increasingly responsible positions, Richard has developed a thorough knowledge of economics, securities analysis, and portfolio management. He joined Focus Partners in 2026.
Richard is a supporter of Wake Forest academic and athletic programs and has hired numerous Wake Forest students as summer interns. He has served on the Boards of Unity National Bank, the Woodland Hollow Civic Association, the Houston Entrepreneur’s Society, and the Houston Safari Club.
Richard is married to Carrie, a Deacon in the Methodist Church. They have four children and eight grandchildren.
Education and Professional Milestones
-Wake Forest University – bachelor’s degree
-Vanderbilt University – Master of Business Administration