Redwood is joining the largest gathering of CFP® professionals in the U.S. at the FPA Annual Conference 2022. Learn and share best practices to achieve greater business success, hear from some of the profession’s most preeminent thought leaders, and learn about the latest tools and services that can help your business.

Come visit us at booth #40, where our team will review your practice and determine how the proven three-step RiskFirst® process can enhance client satisfaction. Learn how setting achievable expectations in three simple steps can help you scale your business, while enabling you to service and retain happy clients.

Seattle | WA

FPA Annual Conference 2022

Come visit us at booth 40 to learn how setting achievable expectations in three simple steps can help you scale your business, while enabling you to service and retain happy clients.

Richard Duff oversees Redwood’s investment solutions from initial ideation to final implementation and risk management. He is responsible for implementing the RiskFirst process across asset classes and serves as the portfolio manager for Redwood AlphaFactor and LeaderShares mutual funds and ETFs.

As Portfolio Manager, Richard directs the firm’s equity strategies, investment rules, and credit research, ensuring that portfolio construction aligns with the firm’s research and strategy objectives. He oversees Redwood’s strategic and tactical asset allocation policy implemented in the Dynamic/Engineered Risk-Budgeted Model asset allocation portfolios, representing more than $2 billion in assets under management.

Across more than two decades of senior investment management experience, Richard has led investment strategy and direction for large and small firms, with responsibility for security selection, exposure management, asset allocation positioning, process implementation, distribution teams, and framework engineering for a wide spectrum of investment management solutions.

Prior to Redwood, he joined BlackRock as a Managing Director, serving as a member of the Equity Operating Committee and the AMG Executive Team. At BlackRock, Richard managed a 100-member team with a nine-figure P&L, turned around the firm’s closed-end fund franchise – including the successful launch of BlackRock’s first equity strategy closed-end funds – and led the integration of the largest retained group in BlackRock’s first investment management firm acquisition. His institutional experience includes leadership at JMP Group and OMT Capital management, where he delivered long/short and concentrated long-only equity solutions to institutional clients around the globe, including some of the largest public pension plans in the U.S.

Richard began his career as a Senior Investment Officer at Pacific Income Advisers where he was a member of the equity strategy team utilizing quantitative screening in equity portfolio management, with an AUM of more than $1 billion. Richard received his BA from the University of California, Berkeley, attended Washington and Lee University, School of Law and received his JD from the University of San Francisco, School of Law.

Conner is the Head Advisor Analyst at Redwood Investment Management. In this role, he is responsible for developing, managing, and leading Redwood’s advisor analyst team.

Conner has experience helping financial advisors implement Redwood’s 3-Step **_RiskFirst_** process to drive better investor outcomes and enhanced client satisfaction.

Conner earned a B.S. in Economics and Supply Chain Management from Barrett the Honors College at the W.P. Carey School of Business at Arizona State University. As a student-athlete on the wrestling team at Arizona State University, Conner and his team were two time PAC-12 champions.

FPA Annual Conference 2022

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