Industry Experience: 36 years
Education: BS, Bowling Green State University
Rick is a senior relationship manager for PNC Capital Advisors located in Cincinnati, Ohio. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Rick has over 30 years of experience in the investment management industry. Rick has experience with client management, marketing, product management, and business development. Prior to joining PNC Capital Advisors, Rick served as director of products and marketing for a registered investment advisor where he served as a member of the firm's Investment Committee and Board. Prior to that position, Rick served as a relationship manager for a mutual fund service company. Rick graduated with a Bachelor of Science in finance and marketing from Bowling Green State University. He also serves as a Board member of the Cincinnati Mutual Fund Association.