Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
San Francisco
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.
Richard Golinski
Behavioral Finance
Where exactly can you turn for some extra yield on your cash if you’re willing to take a bit more risk or give up some of the convenience that bank accounts provide?
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
