Richard Williams, AIFA, head of Advisor Solutions Group, has tremendous experience in understanding advisor needs and marshaling best-in-class resources. Rich drove the creation of the Group as a way of formally bundling turnkey services for our partner firms while proactively offering them relevant and innovative solutions. Rich had been president of Northview Asset Management in Austin, Texas, since 2014. Prior to that, he was a Principal and Managing Director at Sage Advisory Services (1998 to 2013) where he used his expertise in financial analysis to develop and implement the firm’s asset/liability modeling solution and advise on the investment decisions of corporations, universities, endowments, pension funds and insurance companies throughout the country. Rich earned his MBA in Finance from St. Edward’s University and his BBA degrees in Accounting and Finance from Southern Methodist University. He also holds the Accredited Investment Fiduciary Analyst designation.
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