Rick manages investment portfolios, assists with trading and performs analytical duties on both the fixed income and equity sides.
He brings key experience and knowledge in fund analysis and portfolio management.
Previously, Rick was with Berkshire Bank Wealth Management in Lenox, MA as Senior Vice President & Chief Investment Officer. Before that, he was at Meridian Capital Partners, Inc., where he was responsible for macroeconomic, S&P 500 and hedge fund analysis.
Prior to Meridian, Rick was an equity analyst with Paradigm Capital Management, Inc., where he generated long and short investment ideas in the small-cap specialty retail, leisure and technology distribution sectors. He began his career as a client analyst with The Ayco Company, A Goldman Sachs Company.
Active within the community, he is involved with nonprofits. He is also a trustee for the Berkshire Housing (401k) Plan. Rick holds a BS degree in Economics as well as one in Business Administration from the State University of New York at Albany.