Richard is a financial services entrepreneur and an expert in the field of alternative investments. Over the course of his career he has helped many investment advisors grow their businesses, serving as a trusted advisor and gatekeeper to quality institutional product.
Before founding Hillson Consulting, he co-founded Third Seven Capital, LLC a privately owned, boutique investment bank specializing in alternative investments and was also CEO of an RIA aggregator.
Richard is a British national who began his career at Barclays Wealth and has since worked with a variety of companies as an investor, banker, strategic advisor, and board director. He studied law at the University of Nottingham.
At Hillson Consulting, Richard’s focus is to work with advisors to improve their offerings, particularly relating to alternative investments. This involves educating advisors and their clients on this misunderstood asset class and helping them navigate access to the best-of-breed offerings. Richard regularly writes discussion pieces for leading publications and his educational presentations on alternative investments are CFP CE approved. Richard has recently been asked to adapt his presentations to be a business school guest lecturer in 2021.