As Managing Director and Head of Advisory Solutions, Rick specializes in delivering research-based investment solutions to ultra-high-net-worth individuals. He designs, directs and implements end-to-end advisory processes and standards that enhance the overall effectiveness of our investment advisors. Rick also has extensive experience with family offices, specializing in designing custom investment solutions including alternative investments, investment policy statements, family governance, philanthropy and lending. Rick has nearly 25 years of experience in the finance industry. Prior to joining NewEdge Wealth, he was a Managing Director and Head of the Portfolio Advisory Group at UBS Finan