Richard Freeman heads our Connecticut office. As a firm principal, he draws on 20 years of experience working with high net worth individuals in a wide variety of financial disciplines. His prior work experience includes positions both at large financial institutions such as Citicorp, Bankers Trust and Coopers & Lybrand, and at small boutique firms specializing in financial planning and insurance.

A visible and respected professional, Mr. Freeman has been quoted in The New York Times and Wall Street Journal Report; published in Trusts & Estates Magazine and the New York State Society of CPAs Journal; and invited to speak at major accounting and law firms, Estate Planning Councils and civic groups. Mr. Freeman earned a B.A. from the University of Pennsylvania, an M.B.A from the University of Chicago and he is a Certified Financial Planner.

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