Richard Lewis, AIF®, Robertson Stephens Wealth Management in New York

Descripción

Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Rhode Island office. Richard has more than 8 years of experience in the financial service industry, specializing in financial planning. He works closely with Start-Up founders, corporate executives, and multi-generational families. He enjoys helping to plan for retirement and finding solutions for lifetime goals for clients, Richard believes everyone deserves a path to financial freedom for all clients and aims to create a memorable client experience along the way. Richard is a graduate of Syracuse University, where he pursued a dual major in Finance and Entrepreneurship. During his time at Syracuse, he was also a member of the Syracuse Rugby team. Richard serves as a Board Member for the High Fives Foundation, helping veterans and outdoor enthusiasts with life altering injuries get back to doing the outdoor sports they love. If Richard isn’t in the office you can find him miles offshore catching giant tuna, swordfish, and whatever bites.