Richard Carr

Richard Carr has nearly two decades of experience in the financial services industry, specializing in partnerships with financial advisors to enhance client experiences. Currently, as the Director of Relationship Management at Allocate, they focus on democratizing access to private markets while fostering innovative investment opportunities. Previously, Carr served in leadership roles at AXS Investments and Flexible Plan Investments, among others, where they cultivated extensive client relationships and managed diverse investment strategies. They began their career as a Financial Advisor at Merrill Lynch, building a strong foundation in financial advisory services and investment management. Carr holds training from Deutsche Bank's External Wholesaler Training Program.