history & culture
team
why santa fe
avalon gleanings
community
the pragmatics
investment management
corporate trustee/fiduciary
estate planning
family office
charitable giving
client successes
resources
investment philosophy (sri)
portfolio management
themes and trends
 
Andrew Wallerstein
Christine McDermott
Julia Peters
Christian Trout
Daniel Burns
Molly Damron
Rhonda Willett Petty
Ariel Brunn
Marisa Ornelas
Stacey Pinkwater
Cody Cravens
Brian Marra
Charlie Dobson
Erika Hermans
 
Advisory Board
Richard Albright
William Miller
Mark Pelson
In addition to the Avalon team, we benefit from the expertise, wisdom and objective perspective of our Advisory Board of seasoned business professionals who guide our long-term strategic development and growth.
 
Richard AlbrightAdvisory Board, Chair

Dick is a founding partner of Account Management, an investment advisory firm in Boston, Massachusetts, where for over 40 years he has researched and managed portfolios that invest in small public companies not closely covered by Wall Street firms. Over the years he has been a director of numerous private and public companies including Skinner Auction House, a leading full-service auctioneer and appraiser of antiques and fine art, and has served on the boards of various charitable organizations and especially enjoys those causes devoted to the arts. Dick received his bachelor's degree from Yale University and MBA from Harvard University.