Richard A. Ward, CFA

Richard A. Ward, CFA has over 20 years of work experience in the financial industry. Richard A. is currently serving as the Chief Investment Officer at Curated Wealth Partners since September 2018. Prior to this, they worked at Deutsche Asset & Wealth Management as the Director - Western Region Head, Investment Solutions Group from August 2015 to September 2018. From August 2010 to August 2015, they were an Executive Director at JP Morgan Private Bank. Richard A. also held the position of Senior Vice President at The Citigroup Private Bank from September 2007 to July 2010. Earlier in their career, they worked as a Portfolio Manager at Robert Bender & Associates from 2002 until September 2007. Before that, they gained experience as an Assistant Portfolio Manager at Roxbury Capital Management from 1999 to 2001, and as a Trust Administrator at Bankers Trust Company from 1997 to 1999. Ward's extensive experience in various roles reflects their strong expertise in investment management and financial advisory.

Richard A. Ward, CFA attended Colgate University from 1993 to 1997, earning a Bachelor of Arts degree in Political Science and Economics.