Emily Richard, CFA®

Vice President – Wealth Management

Emily Richard, CFA®, is a Vice President of Wealth Management at Pallas Capital, where she works with entrepreneurs, executives, financial professionals, next-generation investors, and multigenerational families to build sophisticated, multi-asset investment strategies aligned with their long-term goals.

Emily brings specialized experience across fixed income and investment management. She began her career in fixed income before transitioning to private wealth management, where she has advised ultra-high net worth individuals and families in the Boston area. Her approach combines deep investment expertise with a highly personalized perspective, helping clients navigate complex financial decisions with greater clarity and confidence while building and preserving wealth across generations.

Prior to joining Pallas Capital, Emily served as a Vice President and Investment Specialist at J.P. Morgan Private Bank, advising ultra-high-net-worth clients across more than $500 million in assets. In that role, she developed tailored investment strategies designed to address complex tax, liquidity, risk, and legacy considerations. Before entering private wealth management, Emily worked at Liberty Mutual Investments and Loomis, Sayles & Co., conducting fundamental credit analysis across investment grade, high yield, leveraged finance, and private debt.

Emily is a CFA charterholder. She earned her Bachelor of Science in Corporate Finance & Accounting, with a minor in Law, from Bentley University, where she also competed on the Varsity Tennis team.

Beyond her work with clients, Emily is actively involved in the Boston community. She is launching the Associate Board for The Children’s Room and volunteers with Dress for Success Boston and the Boys & Girls Club of Boston.

Emily lives in Boston’s South End with her Maltese, Odysseus “Odie,” and splits her time between Boston and Miami. Outside of work, she loves to travel, spend time with friends and family, and is always on the move. She is particularly passionate about racket sports, including tennis, pickleball, and padel, as well as skiing and golf.

Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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