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David Richardson

David Richardson

Chief Financial Officer & Portfolio Manager

I've always been a numbers guy and helped to build my family's business, San Jose Label.  In 1996 I joined Neumann Capital as CFO to manage the firm's operating budget and financial reporting. 

Additionally, I manage our fixed income portfolio and specialize in rebalancing client portfolios.   I also enjoy collaborating on wealth management strategies to help our clients make their dreams come true.

For Fun:
I love cooking for my family and friends and look forward to eventually visiting all 7 continents. No pressure.

Education & Affiliations:
B.S. in Economics from San Jose State University