Rick is a Senior Associate on the firm’s Investment Team and is based in the Fulton, MD office. He is responsible for various investment functions, including trading, fund analysis, and portfolio construction.

Previously, Rick worked at Morgan Stanley as an Operations Analyst in downtown Baltimore before joining the legacy StratWealth team in 2014 as a Portfolio Operations & Research Analyst. A graduate of the Franklin P. Perdue School of Business at Salisbury University, he was a member of the Kappa Sigma Fraternity where he served as the social media chair, in addition to being a member of the fundraising committee and golf club.

As a Baltimore native, Rick is an avid Ravens & Orioles fan, and now resides in Perry Hall, MD with his wife Alexis and their dog Nixon. In his spare time, he enjoys playing video games, golfing, and being with friends and family.

Previous Experience

  • Portfolio Operations & Research Analyst at StratWealth
  • Operations Analyst at Morgan Stanley

Education & Credentials

  • BS, Salisbury University, Management & Marketing