This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Richard Lofgren
MD, Head of RIA Sales Central Region at Goldman Sachs

Profile

Richard manages business development for Registered Investment Advisor (RIA) Custody in the Central United States. He joined Goldman Sachs in 2020 as a managing director. Prior to joining the firm, Richard worked at Charles Schwab as a managing director in the Advisor Services group, where he was responsible for RIA custody sales for the Eastern Division. Previously, he managed the South and Western Regions within JP Morgan Private Bank's high net worth division for seven years. Prior to that, Richard managed teams as chief operating officer and chief compliance officer for a regional RIA, Capital Advisors, Inc. from 2001-2010. Upon separation from Active Duty with the US Navy, he began his financial services career at Merrill Lynch. Richard serves as Captain in the United States Navy Reserves and has held command of numerous commissioned units. Richard is also a director for The University of Texas Naval Alumni Foundation in Austin, Texas. Richard earned a BA in History from the University of Texas at Austin in 1993. He is also a 2020 graduate of the US Naval War College's Command & Staff College, where he completed his Joint Professional Military Education

Agenda Sessions

  • Driving the Next Generation of RIA Growth – How Technology, M&A and New Perspectives Will Power the Future of the RIA Channel

    11:05am