Richard 'Rick' Sane, CFA®, CAIA®, CPM®, CIMA® Senior Vice President, Investments

Rick has represented the financial interests of affluent individuals and institutions, throughout the state of Florida and across the United States, for over three decades. His practice focuses on strategic planning and asset management, including proper goal setting, asset allocation, risk management, portfolio structure, performance measurement and analysis, and tax-efficient approaches to wealth preservation and/or growth. Communication and transparency are two key fundamentals employed in all relationships.

Rick holds a B.B.A. from St. Bonaventure University and a Master in Business Administration from the University of Notre Dame (Go Irish!). He also carries the professional designations of Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), Certified Investment Management Analyst (CIMA®) and Certified Portfolio Manager (CPM®).

A resident of Central Florida since 1984, Rick was born a “Michigander” and raised in upstate New York. He maintains strong ties to his beloved Detroit Tigers and Lions, despite years of season-ending disappointment, and to the small community of Hamilton, New York, where he travels annually to continue wonderful friendships and client relationships. He is married to that very rarest of species, a Florida native, Sabrina, a wonderful mother to their two sons, Spencer and Keating. The Sane family resides in Southwest Orlando with two very spoiled English Setters, Burton and Crosby.

Rick holds many interests besides a passion for the financial markets; amongst these:  bad rounds of golf, good bottles of wine, mediocre efforts in the kitchen, way too much time on his Peloton, and way too little time to read everything he’d like to.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.