Meet our team

Robert McDermott FMA
Portfolio Manager, Investment Advisor

Robert joined Richardson Wealth as a partner in 2014, having begun his career as an investment advisor with Merrill Lynch in 1999, shortly before it was acquired by CIBC Wood Gundy. As a portfolio manager and Vice President, Robert focuses on strategic asset allocation, quarterbacks our overall wealth management process and coordinates our team of professionals to meet and exceed our clients’ financial objectives. Robert’s designations include the prestigious Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania, the Chartered Investment Manager (CIM), and the Financial Management Advisor (FMA).