Rick is a Managing Director at 1919 Investment Counsel. In his role as a Portfolio Manager, Rick works with individuals, families, foundations, and endowments to develop fixed income solutions that are tailored to their specific objectives. His primary focus is on building highly customized portfolios for unique situations.

Rick entered the financial services industry in 1982. Before joining 1919, Rick was employed by other Stifel Financial RIA’s from 2011 through 2023 (Washington Crossing Advisors, Ziegler Capital Management and Thomas Weisel Capital Management), Evergreen Investment Management Company, LLC from 1993 through 2008 and Comerica Bank’s RIA, Woodbridge Capital Management  from 1982 through 1993.

Rick received his B.S. in Managerial Economics and Finance from the University of Michigan. And his MBA in Finance from Wayne State University.