An Executive Committee Member of Clarfeld and a longstanding member of its Investment Policy Committee, Rick’s primary focus is providing investment advisory and financial planning services to both affluent executives and families.
Rick is responsible for managing all aspects of the firm’s investment advisory service for both U.S. and offshore clients. This includes strategic asset allocation, selection of third-party investment managers and mutual funds, business development and investment performance monitoring and reporting.
Rick joined Clarfeld in 1996 and is a Certified Financial Planner. He is an educational speaker in the firm’s Asset Allocation and Investment Workshops, which are presented nationally to investment professionals of major financial institutions.
Rick has been honored by the Westchester Business Council, which chose him as among the 40 Under 40 Rising Stars, an award distinguishing young executives for their extraordinary talents, abilities, and achievements.
He is a member of the prestigious New York Economic Club and also serves on the Board of Directors for The Boys & Girls Club of Northern Westchester.
Rick lives in Westchester County, N.Y. with his wife and three children. His longstanding passion for golf is widely known. Once a four-year letterman on his university soccer team, today he devotes countless hours coaching his children’s soccer and lacrosse teams.