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Richard Long, CFA

Portfolio Manager

Prior to joining B|O|S, Rich spent over a decade as an investment strategist and was responsible for asset allocation positioning, client portfolio construction, and investment research. As an investment committee member, he focused on delivering attractive risk adjusted returns to enable clients to meet their investment objectives. At B|O|S, Rich takes a holistic view of clients’ financial situations to help ensure the investment assets are working in harmony with the planning components. Acting as the client’s “CFO,” Rich’s objective is to help clients navigate financial matters and investments so they can focus on the things that matter most to them. He measures success by earning client trust, making decisions in a timely and unbiased manner, and growing the firm’s reputation of integrity and personalized service.

Rich lives in San Anselmo with his family.

Education
  • BS, Lehigh University
  • MBA, UCLA Anderson School of Management
Highlights
  • Rich Long, Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of San Francisco
  • Series 65 license holder
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