Financial Advisor

Rich has extensive experience as a Financial Advisor dedicated to providing clients with wealth planning and portfolio management services tailored to each client’s unique long-term financial goals. 

Rich spent 23 years at a leading international wealth management firm. He served as a Managing Director and Multi-Asset Portfolio Manager and Strategist, managing $3.8 billion in assets across fixed income, equities, commodities, and alternatives. Additionally, he led a team focused on constructing and implementing bespoke solutions for their clients. Rich has been committed for years to advising clients on overall portfolio structure, long-term strategy, and investment policy in order to achieve their long-term financial goals. 

Rich has worked internationally, spending time in London and Tokyo constructing and managing multi-asset portfolios including market neutral, target risk, and income.

Rich is committed to the Servant Leadership values that embody the culture of service to clients and community at Portfolio Solutions®. His role as a Financial Advisor aligns with his passion for helping clients develop personalized portfolios to help them achieve their long-term financial goals.

Rich graduated Cum Laude from Harvard University, where he played lacrosse, and then earned his MBA at Boston University. He also holds a Chartered Financial Analyst (CFA®) designation. He is in the process of earning his CERTIFIED FINANCIAL PLANNER™ designation.


  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Portfolio Management
  • Portfolio Construction
  • Retirement Planning
  • Education Planning
  • Risk Management