Richard Convy, CFA, CPA

“Our mission is to be the premier provider of financial planning, investment management, and trust services to the American Armed Forces Community.“

Steve Mannell, CTFAPresident of AWM&T
Richard Convy , CFA, CPA
Investment Officer

Richard Convy, CFA, CPA, is President Emeritus of AAFMAA Wealth Management & Trust. He serves our military clients as an Investment Officer from the Reston, Virginia office. Rick brings to AWM&T more than 35 years of experience in the financial industry with a specialization in investment management & trust services. Rick’s professional designations include Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and an MBA from George Washington University. Rick joined AAFMAA Wealth Management & Trust in 2012 as the founding President. He began his career as a securities regulator on Wall Street followed by positions as the Director of Investments at Riggs Bank & Trust and as a High Net Worth Private Bank Portfolio Manager for both PNC and Bank of America.

Contact Richard Today and Get a Personal Response

Contact Richard