Focus Areas
Rick works with multi-generation families to help them manage their assets, plan for life events, and meet their goals and needs. He enjoys the long-term relationships he forms with clients and the positive impacts he makes in their lives.
Experience
Rick has over two decades of financial services experience. Before joining Fiduciary Trust, he was trust officer at U.S. Trust, where he advised individuals and families. Previously, he worked at BNY Mellon Bank as a relationship officer with charitable organizations.
Community Involvement
Trinitarian Congregational Church – Member of Diaconate Committee
Gore Place – Board of Governors
Personal
Rick and his wife live in Concord, MA with their three daughters. As a family, they enjoy skiing and vacationing in Maine. He also spends time playing golf, sailing and fly-fishing.
