Rich has extensive experience as a Financial Advisor dedicated to providing clients with bespoke wealth planning and portfolio management services tailored to each client’s unique long-term financial goals. Rich spent 23 years at a leading international wealth management firm. He served as a Managing Director and Multi-Asset Portfolio Manager and Strategist, managing over $3.5 billion in assets across fixed income, equities, commodities, and alternatives. Additionally, he led a team focused on constructing and implementing bespoke solutions for their clients. Rich has been committed for years to advising clients on overall portfolio structure, long-term strategy, and investment policy in