Founding Partner and CEO
Richard founded Setarcos Wealth Advisors in 2011. Before that, he worked for Mercer Investment Consulting serving as the lead advisor to institutional investors with assets totaling more than $3 billion. Prior to that, Richard worked as a pension actuary and investment consultant. He earned a Bachelor of Science degree in Mathematics from the University of the South in Sewanee, Tennessee where he was also student assistant chief of the community volunteer fire department.
Richard brings a diverse set of experiences to every client relationship. These include work with large sophisticated investors, an actuarial background providing deep analytical capabilities and in-depth knowledge of insurance programs, and over a decade of consulting experience through which he developed a passion for serving his clients.
- Richard holds the following credentials:
- CFA® Charterholder
- Certified Financial Planner®
- Chartered Alternative Investment Analyst
- Certified Financial Risk Manager
- Fellow of the Society of Actuaries
When not in the office, Richard can be found exploring the city with his wife, working on his sailing skills or playing guitar at a nearby hole in the wall.
