Rick joined the firm in 1999 specializing in portfolio management using the company’s proprietary stock market analysis, INSTITECH©. As Chief Investment Officer he directs overall portfolio management strategy and execution. He has over twenty-five years of senior executive experience in financial and business management within the industrial and financial sectors. Rick earned an MBA, Honors, Finance emphasis, and BS, BA in Finance, Cum Laude from Regis University. He is a member of American Mensa, LTD, American Association of Individual Investors and the Rotary Club of Golden.
Rick holds an Investment Advisor Representative designation (Series 65) registered with FINRA.