Senior Vice President, Senior Portfolio Manager
Rick’s passion for financial markets has led to a successful 35+ year career investing assets for his clients. Through his experience as a stockbroker, equity analyst, trader and portfolio manager, Rick’s talent has been a cornerstone to managing portfolios totaling over a billion dollars. As a seasoned investor, Rick brings deep wisdom to managing clients’ assets.
Rick holds a Bachelor of Music from Westminster College (PA) and a Master of Divinity from Union Theological Seminary (VA).
"It’s important to our clients that we invest their assets wisely. It’s just as important to us."