Rick brings 27+ years of investment experience and is responsible for providing customized wealth management advice and solutions to individuals, families and family businesses. He helped build two previous successful investment advisory firms since 2008. Prior to that he worked for large institutions in leadership roles at Neuberger Berman, Bank of America and Merrill Lynch. Rick devotes much of his personal time to supporting environmental causes including Friends of the Urban Forest San Francisco, as well as human rights and equality through The San Francisco AIDS Foundation and Horizons Foundation. Education: MBA from the University of Chicago Booth School of Business and a CIMA crede