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About
Richard Price, CFP®, is a Portfolio Manager at HM Payson & Co in Portland, Maine, where he is responsible for managing client investment portfolios and delivering tailored financial solutions. His role involves comprehensive asset allocation and security selection, helping clients achieve their long-term financial objectives through disciplined investment management.
Richard focuses on diversified strategies across equities, fixed income, and multi-asset portfolios, drawing on broad experience in core public markets. At HM Payson, he leverages stringent research methodologies to serve high-net-worth individuals, families, and institutional clients, with an emphasis on customized portfolio construction and risk management.
Previously, Richard served as Portfolio Manager at First Advisors and as a Financial Services Representative at TD Bank, building a deep foundation in portfolio management and client advisory. He holds both a B.S. in Accounting and an MBA from Husson University and has earned the Certified Financial Planner (CFP®) designation. As an active community member, Richard also serves as Secretary on the board of LearningWorks in Portland.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| HM Payson & Co | Portfolio Manager | Nov 2017 to Present | — |
| First Advisors | Portfolio Manager | Jul 2017 to Nov 2017 | Responsible for the management of over 100 clients including individuals and businesses. Handle day to day trading, implementation of investment strategy, rebalancing, and investment selection. Partic... |
| First Advisors | Assistant Portfolio Manager | Mar 2015 to Jul 2017 | — |
| TD | Financial Services Representative | Jul 2013 to Mar 2015 | Offer a variety of investment, insurance, lending, and deposit products. Adhere to banking policies and regulations. Function as the sales leader and recognize coaching opportunities for the staff. Un... |
| Lepage Bakeries | Route Sales Associate | May 2009 to Sep 2012 | Operated my own route which serviced over 50 clients Monitored Inventory, ordered stock, and serviced each of my clients Maintained a strong relationship with over 50 businesses Established a strong w... |
| The Tax Clinic, Inc | Tax Preparer | Jan 2012 to May 2012 | Prepared individual and corporate tax returns Exhibited great research skills and knowledge Prepared a direct mail marketing campaign |
| KeyBank National Association | Summer Teller | May 2008 to Sep 2008 | Handled day to day customer transactions Gained an understanding of the Banking Industry Worked at various branches to meet the needs of my company Provided strong customer service while protecting cl... |
Education
Husson University
Bachelor of Science (B.S.), Accounting
2007 — 2013
Husson University
Master of Business Administration (M.B.A.)
2007 — 2013
Biddeford high school
2003 — 2007
Others at HM Payson & Co. (13)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Brunswick, ME , United States |
J Jay Flower | Portfolio Manager | Portland, ME , United States |
 | Portfolio Manager | Portland, ME , United States |
N Noah Petrucci | Portfolio Manager | Portland, ME , United States |
 | Chief Executive Officer, Chief Investment Officer, Co-Manager Payson Total Return Fund | Portland, ME , United States |
 | Portfolio Manager | Portland, ME , United States |
S Steve Eddy | Portfolio Manager | Portland, ME , United States |
T Timothy Griffin | Portfolio Manager | Portland, ME , United States |
 | Private Equity Associate | Portland, ME , United States |
| Analyst | Portland, ME , United States |
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 | Vice President and Portfolio Manager | Davis R M Inc. | Portland, ME , United States |
J John Doughty | Chief Investment Officer and Shareholder | Davis R M Inc. | Portland, ME , United States |
 | Portfolio Manager | Means Investment Co. Inc. | Greenville, SC , United States |
