Rick manages investment portfolios, assists with trading, and performs analytical duties on both fixed income and equity investments. He brings extensive experience in fund analysis and portfolio management from his previous role as Senior Vice President & Chief Investment Officer at Berkshire Bank Wealth Management in Lenox, MA. Before that, he worked at Meridian Capital Partners performing macroeconomic, S&P 500, and hedge fund analysis, and at Paradigm Capital Management as an equity analyst generating investment ideas in small-cap specialty retail, leisure, and technology distribution sectors. Rick began his career as a client analyst with The Ayco Company, A Goldman Sachs Company.

Active within the community, he is involved with nonprofits and serves as a trustee for the Berkshire Housing 401(k) Plan. He holds degrees in both Economics and Business Administration from SUNY Albany.