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Douglas Richardson is the head of client portfolio management. He oversees the teams responsible for client portfolio engagements. Based in Boston, Douglas joined the firm in 2016.
Previously, he was with Loomis Sayles, where he served as a product manager and vice president of global equities. He was also a client portfolio manager, servicing the institutional and retail channels, and a product manager for growth equities. Prior to that, he was an assistant portfolio manager in the private client group at State Street Research & Management Company.
Douglas earned a BSBA in finance from the State University of New York at Buffalo and an MBA from Boston University. He holds the Series 7 and 63 licenses and is a CFA and CAIA charterholder.
