Richard Shaw

Richard Shaw

Director/Board Member at Certified Financial Planner Board of Standards, Inc.

Finance
Consumer Services
Health Technology

Profile

Mr. Richard S.
Shaw is a Senior Client Advisor at Bessemer Investment Management LLC.
He is also a Principal at the firm.
In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.
He leverages more than 25 years of experience in the financial services industry.
He serves on the Certified Financial Planner (CFP) Board of Directors, which is the policy-making and oversight body of the CFP Board.
He is also the chair of Teatown Lake Reservation’s Investment Committee, helping manage their endowment assets.
Prior to joining Bessemer, Mr. Shaw was an Equity Analyst at Scudder Kemper Investment and Mark Asset Management.
He earned an M.B.A.
in finance from Columbia Business School and a B.S.
in electrical engineering from Boston University.
He is a CFP professional, a Certified Trust and Fiduciary Advisor, and an Honor Graduate of the Cannon Trust School.

Richard Shaw active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/05/2005
Director/Board Member 01/01/2023
All active positions of Richard Shaw

Former positions of Richard Shaw

CompaniesPositionEnd
Corporate Officer/Principal 31/12/2003
Zurich Scudder Investments, Inc. Corporate Officer/Principal 31/12/2001
Director of Finance/CFO -
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Training of Richard Shaw

Boston University Undergraduate Degree
Columbia Business School Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

7

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Health Technology

Finance

Zurich Scudder Investments, Inc.

Finance

Commercial Services

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