Asset Management Team

Paul Cantor

Chairman

Will Wurm

CEO and Senior Portfolio Manager

Veronica Marton

Partner and Director of Client Relations

Evan Slater

Vice President and Fixed Income Portfolio Manager

Michael Stern

Vice President and Portfolio Manager

Richard Owen

Vice President and Portfolio Manager

Brad Small

Vice President, Insurance and Retirement Planning

Richard Owen

Richard started in the financial services industry in 2007 with Citigroup Smith Barney as a financial advisor and planning specialist. He later worked at Morgan Stanley in the same capacity until joining Beech Hill. Richard combines his broad planning experience with sophisticated investment strategies to help clients achieve their long term goals. He attended Stuyvesant High School, received his masters from the Manhattan School and his bachelors from Dartmouth College.

In his spare time, Richard is an orchestral conductor, pianist and organist and has worked with the New York Philharmonic and in Europe. Richard is also an avid tennis player, skier and sailor. He resides with his wife, a professional cellist, and his three boys in New York City.