Meet Richard
Rich is a Partner, Sr. Wealth Advisor based in Encino, California. He joined Mercer Advisors in 2025 through the acquisition of Singer Burke. Rich was President and founder of SB Capital Management, the operating wealth management firm alongside tax and business management firm Singer Burke Zimmer & Kogan, LLP.
Together with Singer Burke, SB Capital Management provided full-service multi-family office services. Rich earned a B.A. degree in international relations from the University of California, Los Angeles, and a MBA in finance from the University of Washington.
Richard’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Richard has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Designing financial plans for artists and entertainers navigating complexity and career shifts
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Rich is known for his unrelenting diligence. He persistently digs deep to get to the heart of matters, whether it is to optimize an estate planning dilemma or to understand and then invest in an obscure private markets opportunty or structure.
Richard in real life
What keeps you busy outside of work?
My kids keep me busy. We enjoy all kinds of outdoor sports together, including mountain biking, backcountry skiing, hiking, and surfing.
Favorite thing about where you live?
We moved to Ojai, California in 2021. I love that it’s surrounded by big mountains, close to the Pacific Ocean, and not too far from Los Angeles and Santa Barbara. Despite its small size, it has many of the gifts found only in a much larger city such as play houses, music venues, artistic talent, restaurants, and more.
How do you give back?
I am a tree hugger and give to local and global environmental protection organizations. I also give my time teaching kids through a couple local outdoor education programs, and building local hiking and biking trails. We have an Ojai Pixie orange orchard and donate the proceeds to local conservation efforts
Ready to learn more?
Explore More
From Dream Home to Tax Trap: Why Planning Matters When Cashing in on Real Estate Gains
October 9, 2025