Richard Cavanagh
Richard Cavanagh, CFP®, CFA is a Senior Investment Advisor with Newman Dignan & Sheerar, Inc. Prior to joining ND&S in February 2022, he was a senior business consultant of International Services Incorporated. Rich is a Certified Financial Planner and a Chartered Financial Analyst, and has previous experience as an insurance advisor, earning CLU and ChFC designations. Rich, a graduate of Harvard University, has managed clients' wealth and provided them financial planning guidance as a sole practitioner, in the institutional setting, and from independent Registered Investment Advisor platforms. He has the experience and ability to manage institutional and private accounts. He has consulted with institutional insurance and college savings plan (529 Plans) entities providing oversight and ensuring investment policy adherence. He has over 10 years of experience as a Chief Compliance Officer, as well. Richard and his wife, Melinda, have 12 children and live in Warwick, RI.