David Richman,


Eaton Vance Advisor Institute

David Richman, national director, Eaton Vance Advisor Institute, provides practice management coaching to financial advisors and teams.  Mr. Richman was previously a member of the Eaton Vance Wealth Management Solutions Group.  He co-authored Questions Great Financial Advisors Ask, Investors Need to KnowThis Is Your Time, and The Charismatic AdvisorTM.  He is a frequent contributor to financial magazines and has served on numerous civic boards.  He earned B.A. and M.A. degrees in public policy analysis, University of Rochester, and a J.D., University of Connecticut.