Rich has extensive experience as a Financial Advisor dedicated to providing clients with wealth planning and portfolio management services tailored to each client’s unique long-term financial goals.
Rich spent 23 years at a leading international wealth management firm. He served as a Managing Director and Multi-Asset Portfolio Manager and Strategist, managing $3.8 billion in assets across fixed income, equities, commodities, and alternatives. Additionally, he led a team focused on constructing and implementing bespoke solutions for their clients. Rich has been committed for years to advising clients on overall portfolio structure, long-term strategy, and investment policy in order to achieve their long-term financial goals.
Rich has worked internationally, spending time in London and Tokyo constructing and managing multi-asset portfolios including market neutral, target risk, and income.
Rich is committed to the Servant Leadership values that embody the culture of service to clients and community at Liberty Wealth Advisors®. His role as a Financial Advisor aligns with his passion for helping clients develop personalized portfolios to help them achieve their long-term financial goals.
Rich graduated Cum Laude from Harvard University, where he played lacrosse, and then earned his MBA at Boston University. He also holds a Chartered Financial Analyst (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Royal Oak, MI 418 North Main Street
Stamford, CT 707 Summer Street
Royal Oak, MI 48067
Stamford, CT 06901
Royal Oak, MI
418 North Main Street
707 Summer Street