Founding Partner & CIO
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.
