Richard Spurgeon, CFA

Posted on August 18, 2014

Author Name By AndCo

Richard works with clients to ensure that all legal and regulatory requirements are fulfilled as they pertain to the services our firm provides. 

Richard has spent over 35 years in the investments industry and has had hands-on experience in every facet of the industry including portfolio management, business development, back-office operations, IT and compliance. Prior to joining AndCo, Richard’s professional experience was gained in investment advisory firms, commercial banks, trust companies, broker/dealers and insurance companies.