Meet our people

Richard (Rick) is responsible for all research and client development at Portfolio Solutions, LLC, and is also a the chairman of the firms' investment committee. Rick has over 20 years of experience in the investment industry including over ten years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a B.S. degree in business and from Walsh College with an M.S. degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively including five books on low-cost investing using index funds and ETFs. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps where he flew fighter aircraft. He retired from the USMC reserves in 2001.

Scott is responsible for the overall business operations and compliance at Portfolio Solutions, LLC, and is also a member of the firms' investment committee.  Scott has over fifteen years of experience in the investment industry. Prior to becoming president of Portfolio Solutions, LLC, Scott was the president of Quest Asset Management, LLC, an investment advisor. The firm  merged with Portfolio Solutions in 2001. Scott is a graduate of Walsh College with a B.B.A. degree and a concentration in finance.

Ken is responsible for all aspects and oversight of the investment management department at Portfolio Solutions, LLC and is also a member of the firms Investment Committee.  Ken has over 10 years experience in the investment industry. Prior to joining Portfolio Solutions, Ken was a Portfolio Analyst at Standish Mellon Asset Management in Boston. Prior to Standish Mellon, he was a Mutual Fund Analyst for Investors Bank & Trust Company. Ken is a graduate of Walsh College with a B.B.A. degree and a concentration in finance.

Tony is responsible for executing the company’s technical vision leading all aspects of Portfolio Solutions technology development to provide high-quality, cost effective services to clients.  As the company’s top technology executive, Tony plays an integral role in the strategic direction, development and future growth of the company’s technology platforms.  Prior to becoming Chief Technology Officer at Portfolio Solutions, Tony worked in the technology group at Munder Capital Management.  Tony is a graduate of Western Michigan University with a B.B.A. degree and a concentration in Finance. 

Tom is responsible for the development, strategy, and execution of Portfolio Solutions' marketing activities.  Tom has over 15 years of experience in marketing working for organizations such as Emory University, NIIT, The Detroit Medical Center, and Cox Broadcasting. Prior to joining Portfolio Solutions, Tom was the Executive Director of Marketing at Beacon Group USA in Troy, MI and President of Turnkey Marketing in Atlanta, GA. Tom is a graduate of Georgia State University with a B.B.A. degree in Marketing.

Todd is responsible for working with new prospective clients to learn about their goals and objectives as well as provide education and information about Portfolio Solutions' investment strategies.  Prior to becoming Client Development Manager at Portfolio Solutions, Todd worked with clients in the semiconductor industry for sixteen years while employed at Intel and Texas Instruments.  Todd is a graduate of the University of Illinois, College of Engineering with a B.S. in Computer Science.

Aubrey is responsible for working with clients to set-up new accounts and transfer assets between custodians as well as all incoming and outgoing cash transfers.  Prior to becoming the Client Service Specialist at Portfolio Solutions, Aubrey performed administrative duties in the records department at a large corporate law firm.  Aubrey is a graduate of Walsh College with a B.B.A. degree and a concentration in Finance.

Erica is responsible for placing all trades of mutual fund and exchange traded fund (ETF) securities in client accounts as well as portfolio administration.  Prior to becoming Portfolio Administrator at Portfolio Solutions, Erica was a trust balancing clerk in the trust department at a national bank for eight years.  Erica is a graduate of Davenport University with a B.A. in Business Management and a concentration in Human Resources.

Amanda is responsible for daily administrative office duties at Portfolio Solutions, LLC.  Prior to becoming Administrative Assistant at Portfolio Solutions, Amanda was a designer at a local ceramic tile company.  Amanda has obtained a Certificate in Kitchen and Bath Design from Baker College in Auburn Hills, MI and will be completing her Associates and B.A. degrees in Interior Design and a minor in Architecture in the near future.