Chief Investment Officer
Prior to joining RFG, Rick spent 12 years at Bain Capital Credit where he rose through the ranks to become Executive Vice President, Head of Fixed Income Consumer Investments and Assistant Portfolio Manager. Rick played an instrumental role in helping Bain grow to become a global investment powerhouse, serving client assets in excess of $30 billion.
Managing portfolios through the volatile markets of 2001 and 2008, Rick experienced firsthand the importance of portfolio diversification and the tradeoffs between risk and portfolio return. He applies those lessons learned to managing our clients’ money today.
Rick graduated from Harvard University, Magna Cum Laude, in Applied Mathematics & Economics. He is also a Stanford Graduate School of Business MBA and was awarded Henry Ford II Scholar for highest academic achievement in his MBA class.