Richard Sendell Email & Phone Number

Richard joined the Circle Advisers team in September of 1998, and is currently the Portfolio Manager. He is a member of the Circle Advisers Investment Committee and is experienced at building diversified investment portfolios based on client needs. Richard has over 31 years of financial experience,.Richard began his career with Neuberger Berman Asset Management, an asset management firm serving individuals, corporations, and non-profit organizations. At Neuberger, he worked for 3 different departments ultimately working with their Individual Asset Management group. Prior to joining Circle, he worked for Pinnacle Associates as a junior portfolio manager where he became an expert in research and building portfolios.Richard graduated from Saint Peter’s College with a BS in Finance and a minor in Global Economics. He holds the Series 7 and 63 security licenses as well as Health and Life Insurance licenses. He is currently a CFP Candidate. Richard has a passion for surfing and is active in Clean Action Ocean’s community projects. He is also an avid sporting shooter, a duck hunter and has been on the committee of the local Ducks Unlimited organization. Richard and his wife Julia live in Middletown, NJ with their three daughters.

Listed skills include Portfolio Management, Asset Management, Mutual Funds, Securities, and 14 others.

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  Financial Advisor

  Circle Advisers, Inc.

  Mar 1998 - Present - Greater New York City Area