CFA®1, Chief Investment Officer
Senior Vice President
Rich serves as Chief Investment Officer and leads the Investment Management strategy of Seacoast Wealth Management. He brings over 25 years of portfolio management experience and is also responsible for the investment management of discretionary assets for individuals, families, trusts, and foundations for our Family Office clients throughout the state of Florida. Rich’s extensive background in securities analysis across a variety of asset classes and sectors provides critical insight as he leads our Portfolio Management team.
Prior to joining Seacoast Wealth Management, Rich was a Director of Investments for Wells Fargo Advisors and Lead Portfolio Manager for small and mid-cap value strategies at Deutsche Bank Asset Management. Rich is a CFA charter holder and received his Bachelor of Arts degree in Economics from the State University of New York at Albany.
Originally from Long Island, New York, Rich spent 25 years living in the greater New York City metropolitan area before relocating to Orlando. Rich is married and has five children.
1. The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit