Partner + Chief Investment Officer
Darin Richards, CFA®
Aldrich Wealth LP
- Series 7 and 63 security exams
- Chartered Financial Analyst (CFA®)
Darin joined the Portland wealth management firm in 2004, bringing more than a decade of investment and financial consulting experience with him. As chief investment officer for Aldrich Wealth, Darin is responsible for developing, and implementing our investment philosophy and leading the investment committee. He works directly with some of our most complex and largest clients and also co-manages the private wealth team, providing investment management, tax planning, and financial planning services.
Darin has made over 50 appearances as a guest on CNBC Power Lunch and has been quoted in several publications, including The Wall Street Journal and Investment News. He completed the Series 7 and 63 security exams and received a Chartered Financial Analyst (CFA®) designation from the Association for Investment Management and Research in 2000. Darin is a member of the Portland Society of Financial Analysts and is on the boards of Special Olympics Oregon and the Lake Oswego Schools Foundation.
Darin received his Bachelor of Science degree in finance and Master of Business Administration from the University of Oregon.