Richard Hogan Merrill Lynch - Working With Southern Maine Affordable Housing - PowerPoint PPT Presentation

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Richard Hogan Merrill Lynch - Working With Southern Maine Affordable Housing

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Richard Hogan is a retired wealth management advisor who spent 35 years in the financial services sector. He has worked for prominent institutions such as Salomon Brothers and Merrill Lynch. Mr. Hogan was the cofound of the investment advisory division for myCFO. He currently resides in Maine and is active in affordable housing programs. – PowerPoint PPT presentation

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Title: Richard Hogan Merrill Lynch - Working With Southern Maine Affordable Housing


1
Richard Hogan Merrill Lynch
Working With Southern Maine Affordable Housing
2
Developing Integrated Wealth Strategies
Richard Hogan spent 35 years in the financial
industry and worked for Salomon Brothers, Goldman
Sachs and Merrill Lynch. He is the co-founder of
the investment advisory division for myCFO and
assists clients in developing integrated wealth
strategies. He was a college basketball star at
the University of Southern Maine.
3
Investment Management
Richard Hogan is a retired Private Wealth Advisor
recognized by Bloomberg, Barrons and Worth
Magazine as a top advisor in the country. He has
thirty-five years of wealth management experience
upon which he built a career assisting clients
with investment management, estate planning, and
asset allocation. He has served on the Cedars
Foundation board.
4
Commercial and Residential Properties
Richard Hogan is the owner of PG Homes, LLC which
focuses on the development of commercial and
residential properties. He retired from wealth
management after thirty-five years, and he has
managed large financial portfolios for
high-net-worth clients. Mr. Hogan was a member
of the Marin Community Foundation investment
committee board.
5
Wealth Management Strategist
Richard Hogan was born and raised in Boston
Massachusetts. During over three decades in the
financial sector, he worked for Salomon Brothers
as an equities institutional trader and at
Goldman Sachs as a wealth management strategist.
He enjoys cycling and has ridden all over the
world.
6
Committee Boards for Community Foundations
Richard Hogan was listed on Americas Top 1,200
Advisors list published in 2014 by Barrons. He
is a former CPA who uses his expertise in
philanthropic efforts and served on the
investment committee boards for community
foundations in Maine. He has cycled on all seven
continents and is passionate about promoting
clean energy.
7
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8
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