David Richardson, Cfa

David Richardson, Cfa Email and Phone Number

Managing Partner @ Trinity Consulting, LLC
Miami, FL, US
David Richardson, Cfa's Location
Miami, Florida, United States, United States
David Richardson, Cfa's Contact Details

David Richardson, Cfa personal email

David Richardson, Cfa phone numbers

About David Richardson, Cfa

Senior global executive with successful 3 decade record of leading global sales, marketing, consultant relations, and client portfolio management teams:• Deep, long-term relationships with senior professionals in institutional asset management and wealth management markets• Expert in global equities, fixed income, insurance asset management, and private equity strategies at a global level• Co-founded and grew Dwight Asset Management to $80 B AuM; acquired by GSAM• Co-founded and launched eSecLending, a disruptive securities lending platform; acquired by TA Associates• Co-founded Global Energy Investors, a private equity infrastructure firm; integrated into Impax Asset Management• Led North American expansion and growth of listed and private equity businesses for Impax Asset Management. Integrated acquisition of Pax World Funds platform. • Member of senior global management team. Retired in June 2022.• Frequent author, lecturer, and industry expert on Sustainable Investing related topics. • Member of the Board of Directors for a Water Utility in New Mexico.• Member of Presidents Council for Ceres and Global Advisory Committee for WRI.Specialties: Financial Services industry expertise - particularly institutional asset management, business development, capital raising, investor relations for traditional and alternative assets.Senior executive leadership, building and leading teams of talented people and in helping them to excel in demanding and dynamic business environments. Significant experience in successfully leading acquisitions and lift-outs of investment management, sales, and client service teams for financial services firms.Expert in ESG Integration, Impact Investing, Net Zero pathways, and the investment implications of climate change.Open to:Board of Trustees and Investment Committee positions for investment entities.

David Richardson, Cfa's Current Company Details
Trinity Consulting, LLC

Trinity Consulting, Llc

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Managing Partner
Miami, FL, US
David Richardson, Cfa Work Experience Details
  • Trinity Consulting, Llc
    Managing Partner
    Trinity Consulting, Llc
    Miami, Fl, Us
  • Icon Brickell
    Investment Committee Member
    Icon Brickell Aug 2023 - Present
    Miami, Florida, Us
  • Trinity Consulting, Llc
    Managing Partner
    Trinity Consulting, Llc Jul 2022 - Present
    Advising Asset Owners, Asset Managers, and Companies on Net Zero transition pathways, Impact measurement, and effective ESG Integration into investment processes.
  • Las Campanas Water & Sewer Cooperative
    Member Board Of Directors
    Las Campanas Water & Sewer Cooperative Apr 2022 - Present
    Member of the Board of Directors, and both the Sustainabilty and the Operations Committees at this Water Utility seeking to address longterm sustainability and water resource challenges in the high desert of the Southwestern states of the US.
  • Las Campanas Water & Sewer Cooperative
    Board Of Directors
    Las Campanas Water & Sewer Cooperative Mar 2022 - Present
    Serving on the Board of Directors and Sustainability Committee for a western states water utility. Focused on adopting and implementing sustainability initiatives to address long-term challenges in water availability.
  • Impax Asset Management
    Executive Director - Client Service & Business Development At Impax Asset Management
    Impax Asset Management Jan 2019 - Jul 2022
    London, Gb
    Led Impax’s rapid growth and expansion in North America. Impax is a $50 B global investment management firm focused on the transition to a more sustainable economy. Impax offers a well-rounded suite of equity, fixed income, multi-asset, and private equity infrastructure investment solutions seeking superior risk-adjusted returns over the medium to long-term.Managed client service and business development teams in New York, Portsmouth NH, Portland, OR and Washington, DC. Our clients appreciate that we seek higher quality companies with strong business models that demonstrate sound management of risk. Our goal is to generate superior, risk-adjusted investment returns for clients with a medium to long-term investment horizon. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances its investment decisions.Finally, Impax seeks to make a meaningful contribution to the development of a sustainable society, particularly by supporting or undertaking relevant research and engaging or collaborating with others.Previously:• Co-founded Dwight Asset Management, a fixed income manager. • Co-founded eSecLending, a disruptive securities lending platform. • Co-founded Global Energy Investors, a private equity renewable energy infrastructure firm.
  • Impax Asset Management
    Managing Director - Global Head Of Marketing And Client Service
    Impax Asset Management Aug 2012 - Jul 2022
    London, Gb
    Summary: Member of senior management team and global head of marketing and client service for ~$5B London-based global equity firm offering thematic equity, private equity, and real estate strategies. Leadership: Designed and built a new North American division including sales, marketing, and client service with East and West Coast offices. Recruited personnel and hired service providers. North American division is now profitable significantly ahead of plan. Currently a member of corporate Executive Team and leader of global marketing and client service team in London. Implementing “best practices for excellence” culture to improve sales success, client servicing, and operational efficiencies.Marketing and Sales: Executing successful growth plan targeting institutional and U/HNW investors. Created targeted direct sales and consultant relations strategy. Revamped and iterated new marketing materials for Impax’s thematic sustainability strategies incorporating integrated ESG research. Won important new distribution partnerships in US and Canada. Developed new client relationships with investment consultants, private banks, prominent endowments, multi-family offices, and financial advisers. Exceeding aggressive sales and profitability targets. Serve as firm’s US spokesperson for PR and media. Frequent speaker and thought leading author and contributor on thematic topics.
  • Impax Asset Management
    Executive Director - Business Development
    Impax Asset Management Jan 2018 - Jan 2019
    London, Gb
  • Impax Asset Management
    Executive Director - Global Head Of Marketing & Client Service
    Impax Asset Management Jan 2017 - Jan 2019
    London, Gb
  • Made In The Commonwealth
    Advisory Board Member
    Made In The Commonwealth Nov 2011 - Aug 2012
    Made in The Commonwealth (MiTC) sought to develop a Bio-Jet Fuel facility near Boston Logan Airport (BOS). Using renewable feedstocks, MiTC would produce renewable jet fuels to supply commercial airlines at Boston Logan Airport. MiTC's Bio-Jet Fuel promised to be cost effective with fossil fuel while also delivering lower carbon, completely renewable jet fuel as required by the EU directive beginning in 2016.
  • Global Energy Investors, Llc
    Managing Partner
    Global Energy Investors, Llc Oct 2009 - Aug 2012
    Us
    Summary: Co-founded private equity firm to acquire, operate, and sell income-generating renewable energy infrastructure projects. Leadership: Developed business plan and investment strategy. Recruited executive and investment teams. Developed decision-making framework and operational infrastructure. Established Advisory Board. Designed successful marketing, sales, PR plans. Created branding, website, white papers, and presentation materials. Executed sales plan targeting insurance companies, family offices, HNW, and private equity FoF with compelling alternative income strategy for a post financial crisis market.
  • Boston Clean Tech Angels
    Member
    Boston Clean Tech Angels Sep 2009 - Aug 2012
    The members of the Boston Cleantech Angels provide seed and early stage funding and mentoring to clean technology companies. Our members come from a wide range of clean technology operating, technology, and investment backgrounds and include ex-cleantech executives, members of local angel groups, and the managers of several cleantech seed funds. Our investments span the full range of clean technologies, including solar, wind, energy efficiency, energy storage systems, Smart Grid, fuel cells, biofuels, renewable plastics, and clean air and clean water technologies.
  • Vermont Cfa Society
    Past President, Board Of Directors: 2009 - 2012
    Vermont Cfa Society Jul 2006 - Aug 2012
    Charlottesville, Va, Us
    Vermont CFA Society is the Vermont chapter for the global CFA Institute.
  • Dwight Asset Management Company (Now Goldman Sachs Asset Management)
    Managing Director - Business Development
    Dwight Asset Management Company (Now Goldman Sachs Asset Management) Jun 1987 - Sep 2009
    Summary: Co-founded firm. Headed business and product development for a highly successful institutional fixed income manager. Led build-out of multi-product investment platform, and expansion into DC, DB and Insurance asset management markets. Grew firm AuM from $0 to $80 B over 20 years.Leadership: Member of senior management team of a dynamic and rapidly growing firm. Responsible for strategy and business planning, product and platform development. Managed sales, consultant relations, marketing/ PR and client service teams. Led acquisition of two competitors and three PM team lift-outs, broadening investment platform. Launched then spun-out a highly profitable non-core division.Marketing and Sales: Developed sales strategy and competitive positioning for new offerings and new markets. Won, managed, and grew large institutional relationships across multiple channels. Established highly profitable distribution partnerships with financial services firms for significant AuM and revenue growth. Led Old Mutual affiliate leadership team in developing multi-manager investment products.
  • Mark Technologies Corporation
    Vice President - Project Development
    Mark Technologies Corporation Sep 1983 - May 1987
    Leadership: Developed business plan to enter new market opportunity for an engineering consulting company. Subsequently led new business division to successfully finance, build and sell a series of large commercial wind energy projects in Southern California to an international finance company.Engineering: Conducted structural analysis of mechanical systems for nuclear power plants under severe earthquake conditions. Evaluated adequacy of design recommendations by field engineers.

David Richardson, Cfa Skills

Asset Management Investments Private Equity Investment Management Portfolio Management Strategy Alternative Investments Business Strategy Asset Managment Hedge Funds Due Diligence Entrepreneurship Business Planning Equities Fixed Income Venture Capital Strategic Planning Sales Management Investment Strategies Institutional Marketing Asset Allocation Financial Services Renewable Energy Financial Modeling Executive Management Crm Mergers And Acquisitions Cleantech Investor Relations Business Development Emerging Markets Valuation Energy Leadership Management Marketing Strategy Distribution Strategies Marketing Capital Markets Financial Advisory Organizational Strategy Team Leadership Client Relationship Building Strategic Partnerships Consultant Relationship Management Marketing Communications Performance Management Insurance Asset Management Liability Driven Investment Solutions Funding

David Richardson, Cfa Education Details

  • Harvard Business School
    Harvard Business School
    Executive Education Programs
  • Uc Santa Barbara
    Uc Santa Barbara
    Mechanical Engineering
  • Branson School
    Branson School
  • Uc Santa Barbara
    Uc Santa Barbara
    Mechanical Engineering

Frequently Asked Questions about David Richardson, Cfa

What company does David Richardson, Cfa work for?

David Richardson, Cfa works for Trinity Consulting, Llc

What is David Richardson, Cfa's role at the current company?

David Richardson, Cfa's current role is Managing Partner.

What is David Richardson, Cfa's email address?

David Richardson, Cfa's email address is d.****@****xam.com

What is David Richardson, Cfa's direct phone number?

David Richardson, Cfa's direct phone number is +120371*****

What schools did David Richardson, Cfa attend?

David Richardson, Cfa attended Harvard Business School, Uc Santa Barbara, Branson School, Uc Santa Barbara.

What are some of David Richardson, Cfa's interests?

David Richardson, Cfa has interest in Capital Raising, Running And Hiking, Investment Due Diligence, Skiing And Snowboarding, Business Development, Reading Books On History And Investments, Strategic Business Planning, Education, Private Pilot, Environment.

What skills is David Richardson, Cfa known for?

David Richardson, Cfa has skills like Asset Management, Investments, Private Equity, Investment Management, Portfolio Management, Strategy, Alternative Investments, Business Strategy, Asset Managment, Hedge Funds, Due Diligence, Entrepreneurship.

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