Rich is passionate about pairing institutional-quality portfolio management with sound financial advice. Years ago, he noticed a wide gap between the portfolio process used by savvy institutions and the household investor. He developed our portfolio process to close this gap, and coupled it with sound financial advice to make sure each client’s portfolio has the right blend of risk and return.
When it comes to planning, many of our decisions seek to balance time vs money, which is a delicate balance indeed. Rich enjoys this challenge and finds reward in helping clients make the best decision for their situation.
He completed his undergraduate work at Virginia Commonwealth University, where he graduated Summa Cum Laude with a BS in Finance. He continued his education at the Hough Graduate School of Business at the University of Florida, where he earned a Master's in Business Administration.
Rich stays involved with VCU and frequently assists students who are seeking to make their first entry into the industry. He offers mentoring, career advice, and industry experience to students at the VCU School of Business. Rich volunteers with Guest Services at PCC. PCC is a local community church that brings a modern, refreshing approach to the surrounding area.
When he is not following the markets or working with clients, Rich enjoys spending time with his wife Patricia as well as their daughters Isabella, Alissa, and Stella. Both Rich and his wife exercise daily and enjoy getting involved in the local community.