Richard is PSG’s founder and managing director. He has provided financial advisory services to individuals and corporations for more than 40 years. Richard is actively involved in PSG’s investment process as a member of the Investment Committee and works closely with clients to help them achieve their financial goals.
Prior to founding PSG, Richard developed and managed financial counseling services
for business owners and CEOs at the Boston Company, Citibank, and Sanford C. Bernstein & Co. At Citibank he was vice president and head of corporate and personal financial advisory services in the Private Banking Division. At Sanford C. Bernstein & Co. he was manager of Investment Banking Services. He also was a general partner of a venture capital fund and, beginning in 1984, operated Yoken & Company, an investment banking and financial advisory business.
Richard has an MBA from the Kellogg School at Northwestern University and a bachelor’s degree from Boston University. He lives in Westchester County with his wife. They have two children. Richard and his wife have been actively involved in a number of local and national non-profit organizations. He enjoys traveling and spending time at the beach.
Richard is PSG’s founder and managing director. He has provided financial advisory services to individuals and corporations for more than 40 years. Richard is actively involved in PSG’s investment process as a member of the Investment Committee and works closely with clients to help them achieve their financial goals.
Prior to founding PSG, Richard developed and managed financial counseling services
for business owners and CEOs at the Boston Company, Citibank, and Sanford C. Bernstein & Co. At Citibank he was vice president and head of corporate and personal financial advisory services in the Private Banking Division. At Sanford C. Bernstein & Co. he was manager of Investment Banking Services. He also was a general partner of a venture capital fund and, beginning in 1984, operated Yoken & Company, an investment banking and financial advisory business.
Richard has an MBA from the Kellogg School at Northwestern University and a bachelor’s degree from Boston University. He lives in Westchester County with his wife. They have two children. Richard and his wife have been actively involved in a number of local and national non-profit organizations. He enjoys traveling and spending time at the beach.
