Richard D. Babbe, CCM

Richard is an institutional sales and relationship manager with the California investment advisory group and serves as a project manager for the firm's California clients. Richard’s responsibilities include serving as a liaison between clients and the trading room, as well as coordinating information about liquidity needs, new funds available for investment and general client needs.

He works closely with clients to formulate and implement a customized investment strategy designed to meet their specific investment objectives. Richard also conducts training sessions for industry groups and clients regarding investment fundamentals and investment management techniques.