Vice President, Investments
Rich joined 9258 Wealth Management in May,2022. Rich is a dedicated investment professional with over 25 years of experience managing portfolios, conducting comprehensive investment research, analyzing economic trends, monitoring industry-specific data, and producing financial models. He provides exceptional investment research and portfolio management and enjoys helping clients plan for and achieve their financial and retirement goals.
Rich has a Bachelor of Science degree in Finance from Butler University. He is a Chartered Financial Analyst® and is a member of the CFA Institute and the CFA Society of Dayton.
Rich has coached youth and junior high football for almost 20 years and has also coached youth baseball and lacrosse. In his spare time, he enjoys spending time with his wife Lynn and his two children, Jack and Allison.