Rich has 31 years of industry experience and is authorized as a financial professional to work with the Public Finance department of Raymond James. He first became interested in the industry during college intern programs at Thomson McKinnon and Merrill Lynch. Upon graduating from the University of Vermont with a Bachelor of Arts in Political Science, Rich started his career in 1986, with Hutton Investment Management, a division of E.F. Hutton in New York.
Interested in becoming a Financial Advisor, Rich moved to Vermont in 1989 and started with Merrill Lynch. After ten years of working as a sole practitioner, Rich joined forces with George Ewins Sr. and George Ewins Jr. Having specialized in bond investments, Rich’s practice was a natural complement to the Ewins’ stock focused practice. Together they created complete asset allocation models for their clients and holistic financial planning services. Two years into his tenure as a Raymond James advisor, Rich is firm in his opinion that the move has benefited their clients. The sophistication of the global resources available to the team, and the firm’s client first culture have enabled them in providing disciplined, strategic approaches that are customized to each investor and institution they support.
Rich and his wife, Robin, of 28 years reside in Burlington, Vermont where they have raised their four children Jack, Peter, Katie, and Libby.