Client Advisory


Rich is a Partner based in the San Francisco office. He is responsible for providing investment advice, portfolio design, and financial planning to individuals and families. He uses his deep knowledge of investment strategy alongside his comprehensive investing experience to guide his clients on how to optimize and grow their wealth to meet their short- and long-term financial objectives. Rich also serves as a member of Cerity Partners’ Investment Committee.

Prior to joining Cerity Partners, Rich was a Principal and the Chief Investment Officer at B|O|S where he performed research and analysis relating to market trends and the numerous investment vehicles available to clients. He also oversaw the firm’s full array of investment activities including the development of asset allocation strategies and portfolio construction methodologies. Since entering the investment field in 1983, Rich’s experience has included Financial Analyst positions at both First Boston and NationsBank, where he served as Vice President.



  • B.S. in Economics from the Wharton School of the University of Pennsylvania


  • Chartered Financial Analyst®
  • Member of both the CFA Institute and the CFA Society of San Francisco
  • Finance Committee Chair of the Board of Directors of the Food Bank of Contra Costa and Solano
  • Prior Subcommittee Chairperson for the CFA Society of Atlanta

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