Rich has experience with major firms in the finance industry, including J.P. Morgan in Chicago and with New York Life in their Manhattan office. He holds degrees from Loyola University in Chicago (BBA ’21, MSF ’22) and is working towards completion of the CFA charter. As associate portfolio manager, he works directly with Tyler to align client’s capacity and willingness for investment risk with long-term investment goals.

Rich believes strongly in leading by example, and in the power of small actions that can make a large difference. He enjoys helping people reach their goals and opening doors to different possibilities.

Away from work, Rich enjoys reading and writing about various philosophy topics, being introduced to new music, volunteering for Crisis Text Line as a Crisis Counselor, and both collecting and playing vintage video games.