Richard Holleman Schoenfeld, CFP®, President

Richard Holleman Schoenfeld, CFP®, President 


M.B.A., The College of William and Mary, Graduate School of Business Administration 1985
B.A., Washington and Lee University 1980

Dick joined InterVest as Vice President in 1985 and became President in 1991. Prior to joining InterVest, he enjoyed a brief career in public service. In 1988, he earned the Certified Financial Planner™ designation.

Dick is the Chairman of the Finance Committee and former Treasurer of the Protestant Episcopal Cathedral Foundation, and he is a member of the Financial Planning Association and the Washington, D.C. Estate Planning Council. Dick is a past Chair of St. Albans School, and he has served on the Boards of St. Andrew's Episcopal School and the Washington Animal Rescue League.

In 2009, 2012, 2014, 2016 and 2018, Dick was listed in The Washingtonian magazine as one of Washington, DC's Best Financial Advisers: Fee-Only Advisers.