Emily L. Richard
Investment adviser representative at Pallas Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pallas Capital Advisors, LLCSep 2026 to now
- JP Morgan Private BankSep 2023 to Jul 2026
- Liberty Mutual InvestmentsSep 2019 to Aug 2023
- Loomis Sayles & CompanyJun 2017 to Sep 2019
- Bentley UniversityJan 2015 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Pallas Capital Advisors, LLC
$4.3BAssets managed
1,221Clients
28Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7809253
- Firm CRD
- 310327