CFA®1, REGIONAL PORTFOLIO MANAGER
SENIOR VICE PRESIDENT
Rich is a Senior Vice President and Regional Portfolio Manager, responsible for creating customized investment portfolios to meet client’s short and long-term needs. Rich has over 20 years of experience in portfolio management and investment research across multiple asset classes. Prior to joining Seacoast, Rich had roles at Wells Fargo Advisors as director of investments and Deutsche Bank Asset Management as lead portfolio manager for small and mid-cap value strategies. 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|