Focus Areas
Rick has more than twenty-five years of experience in providing comprehensive wealth management, banking, philanthropic planning, and asset management services. At Fiduciary, he focuses on helping families, institutions, and intermediaries to achieve their goals through connecting them to the expertise and customized solutions within the firm.
Experience
Prior to joining Fiduciary Trust, Rick was a Senior Wealth Advisor at Wilmington Trust in Boston. He has also served in senior business development roles in the Investment Management & Trust group at Boston Private Bank, the State Street Global Advisors Charitable Asset Management division, and Fidelity Investments’ Charitable Gift Fund where he oversaw the growth efforts on the West Coast.
Community Involvement
Boston Symphony Orchestra – Business Advisory Council
Junior Achievement of New England – Board Emeritus
Lawrence Academy – Trustee
Personal
Rick lives in Lexington, MA and is involved in the local community coaching his children’s soccer teams. He and his family are avid skiers in Vermont, and enjoy spending time outdoors whenever possible.
