Richard Cartwright Wallace

Richard Cartwright Wallace, CFA has a diverse and extensive work experience. Richard Cartwright currently holds the position of Chief Financial Officer / EVP at Rain City Capital, starting in December 2022. Previously, they served as the Chief Financial Officer of Harbor Asset Private Wealth (A Sanctuary Wealth Firm) at Sanctuary Wealth from October 2021 to November 2022. Before that, they were the Co-Founder and Chief Financial Officer at Cartwright from November 2018 to November 2021.

Richard's earlier roles include Portfolio Manager & Senior Analyst at First New York from July 2014 to November 2019, Managing Trader at RBC Capital Markets from April 2007 to August 2014, and Financial Analyst & Trader at Carlin Financial Group from 2001 to 2007.

Overall, Richard Cartwright Wallace, CFA has demonstrated their expertise in finance and management through their various positions in different organizations.

Richard Cartwright Wallace, CFA holds a Bachelor of Arts degree in International Business from the University of Richmond. Richard Cartwright also earned a Master of Business Administration (MBA) degree in Business Administration and Management from The London School of Economics and Political Science (LSE). Additionally, Richard attended Morristown Beard School. Richard Cartwright has obtained various certifications such as being a Chartered Financial Analyst (CFA) Charterholder from the CFA Institute, completing the FA Program from Morgan Stanley, and obtaining a Series 7 certification from FINRA. Richard Cartwright is also certified as a Six Sigma Black Belt (CSSBB) from the Management & Strategy Institute.