Wellspring Financial Advisors
Richard J. T. has extensive work experience spanning over several decades. Richard J. began their career in 1984 at EY as a Senior Accountant, where they worked for three years. In 1987, they joined Duff & Phelps as a Portfolio Manager and contributed for almost seven years before transitioning to Victory Capital in 1994. At Victory Capital, Richard held the position of Director of Equity and Fixed Income Research for an impressive twenty years. In 2014, they joined Wellspring Financial Advisors as the Chief Investment Officer and Senior Managing Director, where they currently serve.
Richard J. T. completed their Bachelor of Science (BS) degree in Business Administration and Management from the University of Notre Dame, where they studied from 1979 to 1983. Following that, they pursued an MBA degree in Accounting & Finance from the Weatherhead School of Management at Case Western Reserve University, from 1983 to 1985. Additionally, Richard obtained a Master of Science in Financial Services (MSFS) from The American College of Financial Services between 2013 and 2017.
In terms of certifications, Richard J. T. holds the CAIA Charterholder designation from the CAIA Association, which they earned in April 2014. Richard J. is also a Chartered Financial Analyst Charterholder, having obtained this certification from the CFA Institute in September 1990. Lastly, they hold an inactive Certified Public Accountant license from the AICPA, earned in August 1986.
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Wellspring Financial Advisors
Wellspring is an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. We believe financial planning and investment counsel should be abundant and in continual supply. As a fee-only advisor, we follow an open architecture system that assures our advice and counsel is unbiased and always puts the client first. We believe it's not what we do that is unique— it's how we do it. Life’s circumstances may change, but our approach remains consistent. Properly positioning our clients in life’s mainstream is the result of close and regular communications. Our experience allows us to know the right questions to ask and when to ask them. This is what has made us so successful at creating and growing the most valuable capital of all— human capital. Our focus is not limited to net worth and investment capital. We recognize the importance of human capital and our relationships are typically multigenerational in nature. At Wellspring, making sure our clients both live well and sleep well is more than a tagline— it's our constant focus, passion, and reason for being.