Richard Walsh
Institutional Business Development at Richard Bernstein Advisors
Based in New York, United States
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Seniority
Staff
Department
Sales & Business Development
Location
New York
Industry
Investment Management
Company size
35
Contact information
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r•••••••@rbadvisors.com
Phone
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Background
About Richard Walsh
At Richard Bernstein Advisors, my focus on institutional business development is fueled by a deep understanding of financial services and a commitment to fostering strong institutional account relationships. Leveraging my analytical skills, I craft strategies that resonate with a diverse clientele, ensuring their financial objectives are met with precision. Previously, my tenure as Vice President at OppenheimerFunds was marked by the successful management of sophisticated client portfolios totaling over $10 billion in assets, and the generation of significant add-on sales. This experience honed my ability to maintain high retention rates and solidified my reputation as a trusted advisor in the institutional space.
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