A founding member of LVW Advisors, Rick’s focus has always been on better serving clients through an open-source research platform and fiduciary model. With over 30 years of strategic investment experience, Rick works primarily with foundations, endowments and pension plans, developing asset allocation strategies and implementing client portfolios. He is also instrumental in manager selection for the firm and is a voting member of LVW’s Investment Committee.
As Director of Research, Rick will oversee the sourcing and managing of LVW’s complex network of research providers, leveraging research intelligence to shape the firm’s investment philosophy. He will also be responsible for gathering and interpreting research insights to guide the LVW Investment Committee in its efforts to design investment strategies and construct client portfolios.