PROFESSIONAL PROFILE

Richard Glaser started his career as an investment banker in Merrill Lynch's mergers and acquisitions department. He spent most of his career as a private equity investor, investing directly in growing companies and serving as director of numerous service, manufacturing and high tech companies. He has worked closely with entrepreneurs and business owners as an investor and advisor.

Richard has been an adjunct professor at the Rochester Institute of Technology, teaching entrepreneurship to graduate students. He has also been active in the entrepreneurial and economic development community in Rochester. Richard co-founded and was president of Digital Rochester and was an original board member of the Greater Rochester Enterprise. He also served as a board member of the Venture Investors Association of New York and annual giving chair of Haverford College.

Richard uses his experience as an investment banker, investor and entrepreneur to focus on providing clients with a diverse range of specialized services. He is committed to providing clients with value-added solutions that help them to preserve and prudently grow their wealth. He establishes long-term relationships with clients and works as their family's trusted financial advisor.

Richard is a graduate of Haverford College and received a masters degree from Columbia University's School of International Affairs. He also attended the London School of Economics and studied Chinese at Middlebury College. Richard and his children, Max and Lily, live in Rochester.