As a Senior Financial Counselor and a Principal of The Colony Group, Rick brings over 10 years of experience in financial planning for high net worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society.
Rick recently spent three years as an adjunct professor in the Financial Planning Program at Boston University. He has lectured about personal finance at local universities, including an annual presentation at Harvard Law School and a seminar for graduating seniors at Boston University.
Rick has been quoted in publications including Money Magazine, the Boston Business Journal, the San Diego Business Journal, the Jewish Advocate, and the Boston Metro and has been a guest on Bob McCormick’s Money 101 show on KNX news radio in Los Angeles. He was included in Boston Magazine‘s list of “Five Star Wealth Managers” in 2010 and 2011*.
Previously, Rick was part of the team at Mintz Levin Financial Advisors. He graduated, summa cum laude, from the University of Massachusetts with a BA in Economics and received both his MBA and his MS in Finance from Boston College.