Richard Hogan Merrill Lynch - A Retired Private Wealth Advisor
                     Richard Hogan Merrill Lynch
A Retired Private Wealth Advisor
 Career As A Leader
Richard Hogan established himself 
as a wealth management specialist 
and enjoyed a thirty-five year 
career as a leader in his field. He 
retired in 2019 and focuses on 
community philanthropic 
endeavors, contributing to 
affordable housing efforts in 
Maine. He has worked throughout 
Asia and in London, Boston, San 
Francisco, and New York.
 Community Foundation 
Investment Committee Board
    Richard Hogan is the owner of PG Homes, LLC 
which focuses on the development of 
commercial and residential properties. He 
retired from wealth management after thirty-five 
years, and he has managed large financial 
portfolios for high-net-worth clients.  Mr. Hogan 
was a member of the Marin Community 
Foundation investment committee board. 
Worked For Prominent 
Institutions
    Richard Hogan is a retired wealth management advisor 
who spent 35 years in the financial services sector. He 
has worked for prominent institutions such as Salomon 
Brothers and Merrill Lynch. Mr. Hogan was the cofound of 
the investment advisory division for myCFO. He currently 
resides in Maine and is active in affordable housing 
programs.
Co-Founder of MyCFO’s
    Richard Hogan is the co-founder of 
myCFO’s Advisory Division and 
served five years on the board of 
Cedars Foundation which provides 
resources to developmentally 
disabled residents of northern 
California. He currently spends his 
retirement pursuing philanthropic 
endeavors including helping Southern 
Maine Affordable Housing assist at-
risk families in securing affordable 
housing.
Owner Of PG Homes
Richard Hogan is the owner of PG Homes, LLC which focuses on 
the development of commercial and residential properties. He 
retired from wealth management after thirty-five years, and he 
has managed large financial portfolios for high-net-worth clients. 
 Mr. Hogan was a member of the Marin Community Foundation 
investment committee board. 
Financial Industry
Richard Hogan spent 35 years in 
the financial industry and worked 
for Salomon Brothers, Goldman 
Sachs and Merrill Lynch. He is the 
co-founder of the investment 
advisory division for myCFO and 
assists clients in developing 
integrated wealth strategies. He 
was a college basketball star at 
the University of Southern Maine.
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