AeroLeads people directory · profile
David Richardson, Cfa Email & Phone Number
Managing Partner
at
Trinity Consulting, LLC
2 work emails found
@impaxam.com
1 phone found area 203
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Miami, Florida, United States
Who is David Richardson, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Richardson, Cfa is listed as Managing Partner at Trinity Consulting, LLC, based in Miami, Florida, United States. AeroLeads shows a work email signal at impaxam.com, phone signal with area code 203, and a matched LinkedIn profile for David Richardson, Cfa.
David Richardson, Cfa previously worked as Investment Committee Member at Icon Brickell and Member Board of Directors at Las Campanas Water & Sewer Cooperative. David Richardson, Cfa holds Executive Education Programs from Harvard Business School.
Company email context
Email format at Trinity Consulting, LLC
This section adds company-level context without repeating David Richardson, Cfa's masked contact details.
*@impaxam.com
71% confidence
AeroLeads found 2 current-domain work email signals for David Richardson, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Asset Management, Investments, Private Equity, Investment Management, and 46 others.
Current workplace
David Richardson, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
15 roles
David Richardson, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Committee Member
Current
Aug 2023 - Present
Managing Partner
Current
Trinity Consulting, Llc
Advising Asset Owners, Asset Managers, and Companies on Net Zero transition pathways, Impact measurement, and effective ESG Integration into investment processes.
Jul 2022 - Present
Member Board Of Directors
CurrentMember 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.
Apr 2022 - Present
Board Of Directors
CurrentServing 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.
Mar 2022 - Present
Executive Director - Client Service & Business Development At Impax Asset Management
- 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.
- 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.
Jan 2019 - Jul 2022
Managing Director - Global Head Of Marketing And Client Service
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.
Aug 2012 - Jul 2022
Executive Director - Business Development
Jan 2018 - Jan 2019
Executive Director - Global Head Of Marketing & Client Service
Jan 2017 - Jan 2019
Advisory Board Member
Made In The Commonwealth
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.
Nov 2011 - Aug 2012
Managing Partner
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.
Oct 2009 - Aug 2012
Member
Boston Clean Tech Angels
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.
Sep 2009 - Aug 2012
Past President, Board Of Directors: 2009 - 2012
Vermont CFA Society is the Vermont chapter for the global CFA Institute.
Jul 2006 - Aug 2012
Managing Director - Business Development
Dwight Asset Management Company (Now Goldman Sachs Asset Management)
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.
Jun 1987 - Sep 2009
Vice President - Project Development
Mark Technologies Corporation
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.
Sep 1983 - May 1987
4 education records
David Richardson, Cfa education
Executive Education Programs
Harvard Business School
Bs, Mechanical Engineering
Uc Santa Barbara
Education record
Branson School
Bachelor Of Science - Bs, Mechanical Engineering
Uc Santa Barbara
FAQ
Frequently asked questions about David Richardson, Cfa
Quick answers generated from the profile data available on this page.
What company does David Richardson, Cfa work for?
David Richardson, Cfa works for Trinity Consulting, LLC.
What is David Richardson, Cfa's role at Trinity Consulting, LLC?
David Richardson, Cfa is listed as Managing Partner at Trinity Consulting, LLC.
What is David Richardson, Cfa's email address?
AeroLeads has found 2 work email signals at @impaxam.com for David Richardson, Cfa at Trinity Consulting, LLC.
What is David Richardson, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 203 for David Richardson, Cfa at Trinity Consulting, LLC.
Where is David Richardson, Cfa based?
David Richardson, Cfa is based in Miami, Florida, United States while working with Trinity Consulting, LLC.
What companies has David Richardson, Cfa worked for?
David Richardson, Cfa has worked for Trinity Consulting, Llc, Icon Brickell, Las Campanas Water & Sewer Cooperative, Impax Asset Management, and Made In The Commonwealth.
How can I contact David Richardson, Cfa?
You can use AeroLeads to view verified contact signals for David Richardson, Cfa at Trinity Consulting, LLC, including work email, phone, and LinkedIn data when available.
What schools did David Richardson, Cfa attend?
David Richardson, Cfa holds Executive Education Programs from Harvard Business School.
What skills is David Richardson, Cfa known for?
David Richardson, Cfa is listed with skills including Asset Management, Investments, Private Equity, Investment Management, Portfolio Management, Strategy, Alternative Investments, and Business Strategy.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial