Takes a road trip every summer with his daughter to visit Major League Baseball stadiums, with the ultimate goal of visiting all 30.
Joined Lido: 2024
Homebase: Chicago
Professional Focus: Driven by helping clients achieve financial confidence and security, he enjoys analyzing complex financial situations, creating strategic plans, and providing solutions that empower individuals and families to reach their goals.
Education: B.A., Economics, University of Arizona; M.B.A. Finance & International Business, Loyola Marymount University
Previous Work Highlights: Spent a large portion of his career as a Vice President, Senior Portfolio Manager at U.S. Bancorp Asset Management. He also has been a Portfolio Manager at City National Asset Management and a Senior Portfolio Manager at PFM Asset Management, LLC.
Personal Facts: Rick is an avid world traveler, loyal sports fan, concert goer, creative writer, and explorer of Chicago’s food scene. He finds fulfillment in activities that challenge him, foster creativity, and create meaningful connections.
