Richard L. Sendell III

Portfolio Manager

Richard joined the Circle Advisers team in September of 1998, and is currently the Portfolio Manager. He is a member of the Circle Advisers Investment Committee and is experienced at building diversified investment portfolios based on client needs. With over 19 years of financial experience, he specializes in trading securities and oversees the IT investment needs of the firm.

Richard began his career with Neuberger Berman Asset Management, an asset management firm serving individuals, corporations, and non-profit organizations. At Neuberger, he worked for 3 different departments ultimately working with their Individual Asset Management group. Prior to joining Circle, he worked for Pinnacle Associates as a junior portfolio manager where he became an expert in research and building portfolios.

Richard graduated from Saint Peter’s College with a BS in Finance and a minor in Global Economics. He holds licenses for Health and Life Insurance. He is currently studying for the CFP exam. Richard and his wife Julia live in Middletown, NJ with their three daughters.