National Director of Eaton Vance Advisor Institute
David Richman is the national director of Eaton Vance Advisor Institute.
David has been a student of the financial advisory experience for the better part of four decades. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities.
David has been a featured speaker at many industry conferences, including the Investment Management Consultants Association (IMCA) and American Bankers Association (ABA), and is also a frequent contributor to numerous financial magazines.
David has co-authored numerous books for the financial advisor community, including four books with Alan Parisse: “Questions Great Financial Advisors Ask and Investors Need to Know,” both editions of “This Is Your Time” and “Client Primacy: Inspiring Intentional Outcomes.” David also co-authored “The Charismatic Advisor®” and “Chasing Positivity™: The Charismatic Advisor® in Conversation” with Robert Brooks, Ph.D.
Prior to his role as national director of Eaton Vance Advisor Institute, he was a member of the Wealth Management Solutions Group, supporting some of Eaton Vance’s most sophisticated strategies.
David earned a B.A. and master’s degree in public policy analysis from the University of Rochester and a J.D. from the University of Connecticut. He is a member of the Connecticut Bar and has sat on numerous civic boards during his career.
When not traveling the country, David and his wife of more than 40 years live in Miami Beach and Charlestown, RI in empty nests without their three grown children and, unfortunately, without their grandchildren.
Eaton Vance on Washington: The Election, Taxes and Markets
This year’s election brings more than the usual share of unknowns. Join our discussion on today’s rapidly evolving global markets and economy, with perspectives on hot-button topics for investors. With uncertainty surrounding everything from markets to taxes and economic health to personal health, we provide actionable ideas to help you prepare clients for the impact of the 2020 election on markets and taxes.
Tuesday, October 20, 2020
1:50 - 2:40 p.m. EST