Rick brings over 30 years of strategic business development experience to our firm, specializing in private equity, family offices, wealth management, and supporting high-growth companies. As the new Executive Director of Business Development, Rick focuses on forging meaningful relationships and delivering value driven solutions to meet the needs of our corporate M&A and complex commercial real estate clients. Rick has a proven track record of supporting sophisticated business ventures, including tax-efficient strategies, real estate development opportunities, and advising high-growth technology companies. His career has spanned key leadership roles with prominent organizations such as Life Ventures, Hall & Company, Comerica Private Bank, Northern Trust, and Stonefield Josephson (now CBIZ).
With deep experience in managing high-net-worth client relationships, Rick’s expertise is uniquely positioned to complement our firm’s focus on middle-market companies and real estate investors. He leverages insights from his tenure in financial services to create tailored strategies that align with our clients’ complex transactional needs.
Rick’s professional credentials further reflect his commitment to excellence. He is a Certified Financial Planner (CFP) and previously held Series 7, 65, and 63 securities licenses, along with a California Life Insurance License. His comprehensive background enables him to identify unique opportunities and challenges in the corporate and real estate landscape, providing a level of strategic guidance that drives success for our clients.
Education
BA, California State University, Fullerton
Languages Spoken
English