Richard D. Byrd
Regional Managing Director
Rich is the regional managing director of the Western regions, with offices in Los Angeles, San Francisco, Denver and Scottsdale. He previously held senior roles at Wells Fargo, Bank of the West, City National Corporation and Merrill Lynch Trust Company. He says that Wells Fargo is without a doubt the most impressive place he has worked.
Rich started working in finance and wealth management shortly after graduating from the University of California, Santa Barbara with a bachelor of arts degree in economics. He also holds a master of business administration degree with an emphasis in finance from Santa Clara University.
Actively involved in the community, Rich is currently on the boards of Claremont Graduate University, The Greater Los Angeles Zoo Association and Villa Esperanza Services where his wife, Yun, volunteers.
Rich and Yun are avid tennis players, each nationally rated by the United States Tennis Association. They have three children; one child is in college at Pepperdine University, one in high school and their oldest daughter has graduated from UC Santa Barbara.