Richard Shaw

Richard Shaw

Directeur/Bestuurslid bij Certified Financial Planner Board of Standards, Inc.

Finance
Consumer Services
Health Technology

Profiel

Mr. Richard S.
Shaw is a Senior Client Advisor at Bessemer Investment Management LLC.
He is also a Principal at the firm.
In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.
He leverages more than 25 years of experience in the financial services industry.
He serves on the Certified Financial Planner (CFP) Board of Directors, which is the policy-making and oversight body of the CFP Board.
He is also the chair of Teatown Lake Reservation’s Investment Committee, helping manage their endowment assets.
Prior to joining Bessemer, Mr. Shaw was an Equity Analyst at Scudder Kemper Investment and Mark Asset Management.
He earned an M.B.A.
in finance from Columbia Business School and a B.S.
in electrical engineering from Boston University.
He is a CFP professional, a Certified Trust and Fiduciary Advisor, and an Honor Graduate of the Cannon Trust School.

Actieve functies van Richard Shaw

BedrijvenFunctieBegin
Portefeuillebeheerder-Aandelen 01-05-2005
Directeur/Bestuurslid 01-01-2023
Alle actieve functies van Richard Shaw

Eerdere bekende functies van Richard Shaw

BedrijvenFunctieEinde
Corporate Officer/Principal 31-12-2003
Zurich Scudder Investments, Inc. Corporate Officer/Principal 31-12-2001
Financieel Directeur/CFO -
Ervaring van Richard Shaw in detail bekijken

Opleiding van Richard Shaw

Boston University Undergraduate Degree
Columbia Business School Masters Business Admin

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Finance

Zurich Scudder Investments, Inc.

Finance

Commercial Services

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