Richard Dodd, CFA®, CAIA®

Richard Dodd is the Team CIO for Harvey Seese Wealth Advisory of Rockefeller Capital Management.

Before he and his team joined Rockefeller Capital Management in 2020, Richard had been an investment analyst at Merrill Lynch. Before that, he was an associate on the portfolio management team at FS Investments, where Richard was involved in a variety of investment, financial accounting and operational aspects of managing private credit, high-yield credit, and alternative beta investment funds.

Richard received a B.A. in Economics from Yale University and a Masters in Nonprofit Leadership from the University of Pennsylvania. He has earned the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations.

In his free time, Richard enjoys playing squash and traveling. He grew up in Johannesburg, South Africa and currently lives in Bryn Mawr, Pa., with his wife.

Named to Forbes Best-In-State Top Wealth Management Teams list for 2024.

The Forbes rankings discussed above was designated in 2024 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.