Todd Richman
Managing Director, Private Wealth Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director at Morgan Stanley Private Wealth Management
- Role
- Managing Director, Private Wealth Advisor, Senior Portfolio Management Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Private Wealth Advisor, Senior Portfolio Management Director
May 2021 — Present
Todd Richman brings over two decades of diverse professional experience to the needs of ultra high net worth families and individuals, as well as a select clientele of foundations and endowments. Working to develop an in-depth understanding of each client’s goals and preferences, Todd customizes their portfolios to support their spending, wealth transfer and philanthropic objectives. Thanks to the trust his clients have placed in him, he was recognized as a *Forbes Best-In-State Wealth Advisor in 2024 and 2025.Todd follows a disciplined, goals-based planning approach to wealth management. He strives to ensure that his clients’ overall investment strategies can provide returns that will help them pursue their long-range plans while accommodating their more pressing daily requirements. Todd places considerable emphasis on tax optimization, and works closely with his clients’ tax advisors and attorneys to help ensure an integrated approach for their overall wealth management plans.©2024 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: 879660*See honors section for awards criteria/disclosures.2024 and 2025 Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 2024 and 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Education
West Chester University of Pennsylvania
BSed, History
1987 — 1992
Woodmere Academy
High School, High School/Secondary Diplomas and Certificates
1984 — 1987
Baruch College
MPA, Public Administration
1993 — 1994
Skills
- Investments
- Mergers & Acquisitions
- Asset Management
- Entrepreneurship
- Management
- Asset Allocation
- Banking
- Risk Management
- Government
- Nonprofits
- Asset Managment
- Financial Analysis
- Hedge Funds
- Philanthropy
- Wealth Management
- Investment Management
- Retirement Planning
- Strategic Planning
- Mergers
- Finance
- Securities
- Public Speaking
- Estate Planning
- Series 7
- Fundraising
- Investment Strategies
- Alternative Investments
- Private Equity
- Non-Profits
- Equities
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