
Rick currently serves as Executive Vice President, Business Development, and draws on more than 30 years of experience in managing wealth and investments for clients. He was a founding partner of Lenox Advisors and previously served as CEO of Lenox Wealth Advisors. He is a frequent event speaker and is often sought out by various media such as Forbes, Worth, CNN, CNBC, and others for his insights and opinions. Rick earned his bachelor’s degree in Finance from Lehigh University and a master’s in Real Estate Development from New York University. He also holds the CERTIFIED FINANCIAL PLANNER™ designation. Fueled by…
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