Richard Tagg

Richard Tagg has extensive experience in the financial services industry, currently serving in Intermediary Sales at Boston Partners Asset Management since February 2007, where the firm manages over $75 billion in diverse investment strategies. Prior to this, Richard held key leadership roles, including Head of High Net Worth Client Group at Contango Capital Advisors, which involved developing strategic initiatives within Zions Bancorp's wealth management division. Richard also served as Vice President at Strategic Trading Group, Charles Schwab, managing the Over-The-Counter Derivatives Group and overseeing various aspects of business strategy and risk management. Additional experience includes Vice President and Manager roles at Charles Schwab & Company, where Richard focused on affluent client services and economic reporting. Richard holds a Master's degree in Applied Economics from the University of Central Florida and a Bachelor's degree in Economics from Rollins College.