Richard Seidel, CEO
Investing is about looking at the total picture, identifying an individual’s goals, and building a plan that is in alignment. We want to know the individual, their short, medium and long-term plans, and we structure a portfolio that they you feel comfortable with.Richard Seidel
Founder of Girard Private, Richard has over 40 years of investment, trust and legal experience. A published author and frequent lecturer, he has written numerous articles for legal and trade journals including Boston University and Villanova University Law Reviews, Trust & Estates Magazine and the Bank Administration Institute. His writings have been used as expert testimony before the U.S. Congress.
Prior to Girard Private, Richard also founded Girard Partners, Ltd, $700 million wealth advisory firm with offices in Philadelphia, Richmond, VA and Naples, FL. Girard now serves as the Wealth Advisory Arm of Univest Bank & Trust based in Southeastern, PA.
Richard was also the Co-Founder of the Fairfield Group and as its President, led it to become a $5 billion funds management company. Previously, he spent 17 years at Girard Bank (now BNY Mellon) in numerous capacities including trust administration and counsel, tax management and investments. He established a holding company subsidiary while at Girard named GTC Management and, as President, established one of the first proprietary mutual funds in the country.
Richard is a member of the Pennsylvania Bar Association. In addition, he is a registered Securities Principal and holds a number of securities licenses. He serves on the Board of the Wilmington Group of Funds, an affiliate of M&T Bank and also serves on the Board of Directors of TriState Capital Bank. Richard also serves on the board of Chartwell Investment Partners, a $10 billion Registered Investment Advisor. Richard has served on Boards of numerous charitable organizations and is currently a member of the Foundation Board of Overseer’s at the Children’s Hospital of Philadelphia. He also serves as Chair of the Hospital’s Cardiac Center Board of Visitors. Richard holds a B.A. degree from Georgetown University and a law degree from St. John’s University School of Law.