Richard Pengelly, CFA, CIMA, CTP

As a managing director in the Orlando office, Richard provides a broad range of investment advisory and portfolio management services to local governments and non-profit entities. He has worked with all types of public sector investment portfolios including bond proceeds, long-term reserve funds, operating funds, and statewide pools. He specializes in assisting organizations implement structural reforms in their investment programs.

Richard has more than two decades of experience providing investment and financial management expertise to public sector entities nationwide. He holds several designations including the Chartered Financial Analyst® designation, the Certified Investment Management Analyst (CIMA), and Certified Treasury Professional

(CTP) designations. In the community, he is a board member for the Orlando Museum of Art, the Space Coast Health Foundation, and the Education Foundation of Osceola County.