Managing Director, Portfolio Manager
Rick has advised affluent families for over thirty years. His industry career began with Alex Brown & Sons in 1986. As a better way to add value for families, Rick began Inverness Investment Group, a registered investment advisor (RIA) in 2002. At Inverness he built an experienced team to advise on investing and to consult on planning for client’s future financial events. At Inverness the team advised over three hundred exceptional, affluent families. In 2015, Inverness merged with Ancora where Rick currently serves as a Managing Director and Portfolio Manager for the firm’s Family Wealth practice. Rick believes the goal of the firm’s Family Wealth advisory practice is to help families plan and navigate their finances and investments through future uncertainty.
Rick serves on a team of experienced professionals who build high comfort levels and trusting relationships to reduce as much tension and stress as possible related to financial matters for family and individual clients. Rick has served on many boards over the years and currently is on the Board of Trustees at Fieldstone Farms and their associated Therapeutic Riding Center Foundation where he serves as an active member on the investment committee. Rick also is the founder and still chairman of the investment committee for Beaumont School’s endowment fund. Rick earned a Bachelor of Science degree in Business Administration from Bucknell University, where he was captain of the Water Polo team for two years.