As President of PENSCO, Richard is responsible for leading all of PENSCO in setting and executing strategy aimed at innovation and growth.
Previously, he was National Head of Trust and Estate Services at 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.