Richard Furlin, CFA, CAIA in

Richard Furlin, CFA, CAIA

Planner · DISC type Sc
Budget Director at Diamond Properties
📍 Mount Kisco, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
26 Years
Current Role
Budget Director
Job Level
Mid-senior
Location
Mount Kisco, New York, United States
Personality Overview

How Richard shows up

Not Very Vocal
Analytical & Cautious
Overcautious

The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Richard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2025
Budget Director
Diamond Properties
9-2021 - 5-2025
Managing Director
Texture Capital
10-2008 - 10-2021
Managing Director
Chatsworth Group
9-2004 - 2-2008
Sr. VP, Director of Marketing
Best Independent Research
10-1997 - 11-2003
Sr. Director Analytic Content
Standard & Poor's
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1992 - 1994
MBA
Babson College
9-1985 - 6-1989
BS
University of Delaware
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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