Broker Check
Richard Pakes

Richard Pakes

Managing Director, Investment Manager

Richard Pakes began his investment management career in 1997 after managing a venture capital firm in Vietnam. He quickly found a passion for portfolio management and a commitment to serving clients. Richard believes that helping clients succeed financially is the core of what we do. With more than 20 years of experience in portfolio management, he has a proven track record that shows a history of reading the economic playing field with a vision toward the future.

Richard has the discipline to stay the course, and the humility to be flexible when economic changes call for it, while always remaining transparent and accountable to the clients he serves. His approach is simple, it is all about you! His mission is to provide every client with targeted, comprehensive financial advice, and portfolio management delivered with the highest level of personal service and professional integrity.

Richard has a Bachelor of Science degree in Finance from California State University, Long Beach. His hobbies include ice hockey, snow skiing, music, travel, and spending time with his wife Claudia and their three children Jonathan, Alyssa, and Maia.