Richard Ward

Richard A. Ward, CFA, is the Chief Investment Officer and co-founder of Curated Wealth Partners, a multi-family office and investment advisory firm based in Los Angeles, California. In this role, he leads the firm’s investment strategy, overseeing asset allocation and portfolio construction with a focus on providing deeply customized solutions for ultra-high-net-worth individuals and families, particularly first-generation wealth creators.

Ward is recognized for his expertise in alternative investments—including private equity, private credit, real assets such as infrastructure and farmland—as well as traditional asset classes. He frequently structures portfolios to complement concentrated positions in clients' core businesses and leverages client insights, especially from hedge fund and private equity principals, to inform investment decisions.

Prior to founding Curated Wealth Partners in 2018, Ward held senior positions as Director, Western Region Head of the Investment Solutions Group at Deutsche Asset & Wealth Management, and Executive Director at JP Morgan Private Bank. He holds a degree from Colgate University and the CFA designation, and is known in the industry for championing independent, conflict-free advice and innovative portfolio solutions.