Richard has been the President of RITA since November of 2020. Previously, he served as President of Pacific Premier Trust and National Head of Trust and Estate Services for BMO Private Bank. In addition, he was Chair of the Board and CEO of BMO Delaware Trust Company since 2016. Richard has 30 plus years of experience in financial services, including senior executive roles at UBS Trust Company and WSFS Bank. He has also served as a Private Client Advisor at Bank of America and founded a multi-client family office and an open architecture investment firm focused on managing private client assets.