Richard Van Kuren

Richard Van Kuren, CFA, is Senior Partner and Director of Research at LVW Advisors, based in New York. In this leadership role, he oversees investment research, institutional consulting, and portfolio construction for a diverse clientele, providing strategic direction on asset allocation and risk management for both institutional and private clients. His current responsibilities include integrating advanced financial modeling techniques and developing investment policy frameworks tailored to clients’ long-term goals, with a focus on outcomes-based solutions and Monte Carlo simulation methodologies.

Richard specializes in multi-asset portfolio management, with a particular emphasis on public equities, fixed income, and alternative investment strategies, informed by both quantitative and fundamental research. As Director of Research, he plays a key role in identifying top-performing managers and emerging investment opportunities across a broad range of sectors, with additional experience advising endowments, foundations, and high-net-worth individuals on best practices for their portfolios.

Prior to joining LVW Advisors in 2011, Richard held senior positions at Convergent Wealth Advisors and Citi Institutional Consulting, where he developed expertise in institutional asset management and consulting for complex portfolios. He holds a BS in Finance from SUNY Fredonia, has earned the Chartered Financial Analyst (CFA) designation, and is recognized for his thought leadership in the investment community, including serving as a panelist for the CFA Institute and contributing to industry publications.