- BS in Economics, University of Pennsylvania, Wharton School of Business
Since entering the investment field in 1983, Rich’s experience has included financial analyst positions at both First Boston and NationsBank, where he also served as Vice President. Rich joined the firm in 2000 and provides investment advice, portfolio design, and financial planning to both private and institutional clients. As Chief Investment Officer, Rich performs research and analysis relating to market trends and the numerous investment vehicles available to clients, and oversees the firm’s full array of investment activities including the development of asset allocation strategies and portfolio construction methodologies.
Rich lives in Pleasant Hill with his family.