Richard Shaw, MBA, CFP®

Richard Shaw is a CERTIFIED FINANCIAL PLANNER® professional, investor and experienced board leader who advised individuals and families on investment management, wealth planning and family office services for more than 25 years. Most recently, he served as Principal and Senior Client Advisor at Bessemer Trust, a multifamily office that has served individuals and families for more than 115 years.

Shaw is Treasurer of Teatown Lake Reservation, a nonprofit nature preserve and environmental education center in the Lower Hudson Valley, where he chairs the finance committee and serves on the investment committee. He is also Warden of Grace Episcopal Church in Ossining, where he helps manage and oversee church assets and investments. Previously, he served as Chair of Harlem Commonwealth Council, whose mission is to stimulate economic development in Harlem, Upper Manhattan and the Bronx.

Shaw is also a Certified Trust and Financial Advisor and an Honor Graduate of the Cannon Trust School. He is a member of the Financial Planning Association of Metro NY. He earned an MBA in finance from Columbia Business School and a Bachelor of Science in electrical engineering from Boston University. He earned his CFP® certification in 2014.