Eric Richardson is a Principal at WrapManager, Inc. He is a senior member of the Investment Policy Committee and a Member of WrapManager, Inc.’s Board of Directors. A seasoned expert in many aspects of wealth management, Mr. Richardson has an extensive background managing high-net-worth client relationships and securities market analysis.
Previously, Mr. Richardson worked at Fisher Investments, where he helped create two divisions and opened their European Division. He started his investment career with Dean Witter Reynolds (now Morgan Stanley) and served as a market analyst at the Pacific Stock Exchange.
Mr. Richardson earned a B.A. in Finance from San Francisco State University and holds several licenses, including the Series 24 General Securities Principal, Series 7 General Securities Representative, Series 65 Investment Advisor Representative, and Series 63 Uniform Securities Agent State Law licenses. Mr. Richardson holds a Certified Wealth Strategist (CWS) designation.
Married to Leah Richardson, he was born and raised in the Bay Area, and currently resides in San Francisco. He has a passion for the global markets and for helping people attain their goals and dreams. In his spare time, Mr. Richardson enjoys golfing, working out, walking home from work, and spending quality time with his family and friends.