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Richard Walsh

Vice President, Senior Client Relationship Manager

35
Years in
Industry

Background

Richard Walsh is a Senior Relationship Manager for OFI Global Asset Management, an OppenheimerFunds company. With over 30 years of asset management industry experience, Mr. Walsh is able to provide institutional clients with a seasoned perspective on investments, and the challenges they’re facing in today’s marketplace.

Prior to joining OFI Global in 2012, Mr. Walsh developed one of the industry’s first robo-advisor platforms for TD Ameritrade, utilizing a quantitative process to build ETF portfolios for long-term, goal-based investors. He began his career at Merrill Lynch in 1984, where he was the head of strategy for the firm’s innovative Financial Advisory Center. During his 19-year tenure at Merrill Lynch, Mr. Walsh held roles as Director of Strategic Planning and Implementation, and also as Director of Business Development.

In 1978, he graduated from Catholic University of America with a Bachelor of Fine Arts degree. In 1999, Mr. Walsh earned an Executive Leadership Certification from The Wharton School of the University of Pennsylvania. He also holds FINRA Series 7, 63 and 24 licenses

Education

  • B.A. Catholic University of America, 1978
  • Executive Leadership Certification The Wharton School of the University of Pennsylvania, 1999

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