Richard Shaw

Richard Shaw

Director/Miembro de la Junta en Certified Financial Planner Board of Standards, Inc. .

Finance
Consumer Services
Health Technology

Perfil

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.

Cargos activos de Richard Shaw

EmpresasCargoInicio
Gestor de Cartera-Acciones 01/05/2005
Director/Miembro de la Junta 01/01/2023
Todos los cargos activos de Richard Shaw

Antiguos cargos conocidos de Richard Shaw.

EmpresasCargoFin
Corporate Officer/Principal 31/12/2003
Zurich Scudder Investments, Inc. Corporate Officer/Principal 31/12/2001
Director Financiero/CFO -
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Formación de Richard Shaw.

Boston University Undergraduate Degree
Columbia Business School Masters Business Admin

Experiencias
Funciones ocupadas

Activas

Inactivas

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Relaciones

100 +

Relaciones de 1er grado

7

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Finance

Health Technology

Finance

Zurich Scudder Investments, Inc.

Finance

Commercial Services

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