Our Team: Richard J. Stevenson

Richard J. Stevenson

Portfolio Manager

Industry Experience: 25 years

Education: BA, Baldwin-Wallace College; MBA, Baldwin-Wallace College

Rick is lead portfolio manager for the firm's liquidity solutions and cash management strategies. Prior to joining the firm in 2002, he was with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick joined the firm in 2002 and holds both a Bachelor of Arts degree and an MBA from Baldwin-Wallace College.

Back to top