ABOUT
Richard Stroud
Vice President
Wealth Advisor
Richard Stroud is the founder and owner of Stroud Investment Consulting, LLC; which he started in 2023 to provide comprehensive investment management needs of high-net-worth individuals and their families, business owners, endowments, foundations and not-for-profits. Prior to this he was a Vice President and Wealth Advisor with J.P. Morgan Wealth Management from 2017 to 2023.
As a former business owner, Richard understands firsthand the rigors and complexities that arise from the accumulation of assets. He draws on more than 40 years of industry background to align resources against personalized goals. The fundamental principle of his approach is to place clients first and foster long-standing relationships. He is most proud of the intergenerational nature of his practice, which affords a unique perspective.
Taking an entrepreneurial path toward a career in financial services, Richard changed directions after starting a company to refine precious metals, which he developed and managed for over 10 years. In 1978, he entered the brokerage business at Paine Webber in Tulsa, Oklahoma. From 1980 to 1993 he was with Lehman Brothers. From 1993 to 2006 he was with Citigroup. From 2006 to 2017 he was with UBS Financial.
Richard attended Texas Wesleyan University in Fort Worth and later earned the Certified Investment Management Analyst® consultant certification (CIMA®) from The Wharton School at the University of Pennsylvania. Through this intensive experience, Richard is steeped in separate account management and portfolio theory. He is a member of the Investment Management Consultants Association.
With a longtime interest in oceanography, Richard enjoys scuba diving and sailing on his boat off the coast of San Diego, California. He believes strongly in philanthropy and spent almost 20 years donating and fundraising to build the Tulsa Aquarium, having served as Vice President for its foundation. Richard's greatest joy is his family, and he values time with his sons Dallas and Steven as well as his granddaughters.
WE ARE FIDUCIARIES
All representatives providing investment advice through a registered investment advisor are held to a fiduciary standard. A fiduciary is held to the highest standard of care and a fiduciary must place your interests first. Most investors, after learning that Advisors are fiduciaries and brokers and insurance agents are not, opt to utilize an investment Advisor for their financial service needs. At Stroud Investment Consulting, we take our fiduciary role very seriously, placing the interests of our clients in front of our own.
