Rich is a Principal based in the San Francisco office. Rich takes a holistic view of clients’ financial situations to help ensure their investment assets are working in harmony with the financial planning components. He helps clients navigate financial matters and investments so they can focus on the things that matter most to them.
Before joining Cerity Partners, Rich was the Director of Wealth Management at B|O|S where he measured success by earning client trust, making decisions in a timely and objective manner, and growing the firm’s reputation of integrity and personalized service. Prior to joining B|O|S, he spent over a decade as an investment strategist and was responsible for asset allocation positioning, client portfolio construction, and investment research. As an Investment Committee member at a previous firm, Rich focused on delivering attractive risk-adjusted returns to enable clients to meet their investment objectives.
Rich earned his Bachelor of Science from Lehigh University and Master of Business Administration from Anderson School of Management at the University of California, Los Angeles. He holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the CFA Society of San Francisco.
Get the latest insights and analysis from our investment team delivered right to your inbox.