Rich is an experienced Wealth Management advisor and executive, who works with families and institutions to manage their investment strategy, portfolio construction, asset allocation, and planning to achieve their long term financial goals. Rich has a BA in Economics and Psychology from Claremont McKenna College, and an MBA in Finance from UC Irvine's Paul Merage School of Business. Rich recently completed the "Fintech: Foundations & Applications of Financial Technology" specialization from the University of Pennsylvania, which was a series of four courses in financial technology. Rich is a Chartered Financial Analyst (CFA), a Certified Investment Management Analyst (CIMA), and a Char