Client Investment Director
Richard is responsible for managing relationships with our clients.
He joined CCLA in 2022 after 20 years in the investment management industry, advising and managing charity and private client portfolios. Transitioning from an army career Richard completed an MBA at City University Business School (now Bayes Business School), subsequently working for Hermes Investment Management, Kleinwort Benson and Newton.
Richard is a trustee of the Forces Employment Charity (originally The Officers’ Association) and previously sat on the investment committee of a large City livery company endowment fund. He is a Chartered Fellow of the CISI and holds the PCIAM qualification and the CFA Institute Sustainable Investing Certificate.
