Richard is a Portfolio Manager for the Boston Trust and Walden Small Cap and SMID Cap strategies, and contributes to portfolio management of the Mid Cap and Large Cap Value strategies. He is a member of the Securities Research and Investment Policy Committees, and directs the firm’s qualitative Mid Cap and Large Cap equity research efforts. He provides primary research and analysis in the information technology, industrials, and utilities sectors.
Prior to joining the firm in 2013, Richard worked at BlackRock as an Equity Analyst on the Value Equity team, covering a variety of economic sectors and participating in client service, marketing, and business development efforts. Previously, he worked at J.L. Kaplan Associates, Village Ventures, and Wellington Management. He earned a BA from Williams College, an MSc from the London School of Economics, and an MBA from the Tuck School of Business at Dartmouth. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.