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Richard Convy , CFA, CPA

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.

910-853-6149
wealthmanagement@aafmaa.com

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