Rick joined NEPC in 2017 as a senior consultant and has 13 years of experience in investment consulting and financial services. He is a senior member of our Endowment & Foundation consulting practice and serves on the Research Advisory Groups for traditional Fixed Income and International Small Cap Equity. Rick was an Investment Consultant at LCG Associates, Inc. in Atlanta, Georgia where he was responsible for several client relationships across many client types including endowments and foundations. He has in-depth experience conducting investment manager research meetings across all asset classes and has specific expertise in fixed income and the alternatives space, with a focus on real assets. He was responsible for preparing asset allocation and asset/liability studies, developing investment policies and assisting clients with all aspects of portfolio construction. Prior to LCG Associates Inc., Rick served as a Fixed Income Trader at Arbor Research & Trading, where he was responsible for sourcing and executing trade ideas within investment grade and high yield corporate issues, sovereign debt and rates across the globe. He also worked at Lehman Brothers in middle market Fixed Income sales for a range of insurance companies, health care clients and corporations. As a Private Client Associate at Alliance Bernstein Wealth Management Rick assisted in the construction and management of client portfolios while helping to build the team’s client roster through proactive marketing efforts.
Rick has an MBA from Northwestern University’s Kellogg School of Management and a Master of Education and B.S.B.A. in Business Management from Bucknell University. Rick is a Level II CFA candidate as well as a Level II CAIA candidate. He serves as a Bucknell University Alumni Volunteer by participating in the Bison Ambassador Program, and serves on the Missions Board of his local church.