Our Team: Richard Underwood, CFA

Richard Underwood, CFA

Senior Relationship Manager

Industry Experience: 35 years

Education: BS, The University of Alabama

Richard is a senior relationship manager for PNC Capital Advisors located in Birmingham. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Richard began his career at PNC as part of the BBVA USA acquisition in 2021. Richard has over 30 years of market experience, all with BBVA USA and its predecessor Compass Bank. At BBVA USA Richard was  Director, Head of United States Fixed Income for BBVA Global Wealth. His team was responsible for the trading and management of taxable and tax free fixed income portfolios across the BBVA USA market footprint. Richard graduated with a Bachelor of Science in finance and investment management from The University of Alabama. Richard holds the Chartered Financial Analyst® (CFA) designation. He also holds the FINRA Series 7 license.
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