As an Associate, Portfolio Manager, in Edge Capital’s Charlotte office, Richard studies and evaluates capital markets and investment strategies in order to propose and implement customized portfolio solutions for clients. Richard communicates Edge’s thinking on current and future economic trends with our clients, as well as the impact those trends may have on their portfolios.
Born and raised in Charleston, South Carolina, Richard has always been drawn to the field of finance. Even as a high-school student he followed stocks, market trends, and economic news. He built upon this interest by earning a degree in Finance and Real Estate, with a minor in Economics, from the University of South Carolina. Upon graduation, Richard moved to Charlotte, where he spent two years working for Vanguard as a brokerage investment professional prior to joining Edge.
Richard enjoys the outdoors, including fishing, hunting, and tennis. He is an avid nature and wildlife photography enthusiast. One of Richard’s favorite hobbies is micro-farming, in which he grows a variety of crops in his own backyard. He spends time actively volunteering with conservation groups and has helped in fund-raising for the Children’s Miracle Network.
Richard is a 2018 Level III candidate in the CFA program.