Richard works with the firm’s employer and individual clients. Richard specializes in Group Long Term Care insurance plans and has selected, enrolled, and maintained many plans. Richard is responsible for the overall performance of AIC.
Before joining AIC full time, Richard was the Chairman of Grote Financial Futures, a foreign exchange and interest rate forecasting and advisory firm. He is former Vice President at Chemical Bank (now JPMorgan) in New York and in London where he headed the bank’s Foreign Exchange Advisory Service for Europe and the Middle East. A Vietnam veteran, Richard was honored as the National Veterans Small Business Champion for 2007 by the United States Small Business Administration. He holds a B.A. degree from Yale University and an M.B.A. from Columbia Business School.