Rick joined NEPC in 2017 and has 13 years of experience in investment consulting and financial services. He is a 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 spent time as a Fixed Income Trader at Arbor Research & Trading. He also worked at Lehman Brothers in Fixed Income sales and as a Private Client Associate at Alliance Bernstein Wealth Management.
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 college fairs, regional admissions activities and is active in the Bison Ambassador Program.