Richard H. Chesterton, MBA, CFA

Richard H. Chesterton, MBA, CFA

Rich is Chief Investment Officer and Chair of the Investment Committee. In addition to managing portfolios for high net worth clients, he leads our equity and third-party manager selection process. Prior to joining Inverness in 2007, Rich was a Vice President at U.S. Trust where he was most recently a portfolio manager working with high net worth clients. His previous roles were an equity analyst and a member of the open architecture investment team.

 

Rich earned a BS from North Carolina State University in 1998 and an MBA from Columbia University in 2003. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.