Director, Institutional Sales
Rick is responsible for expanding M Capitals’ footprint into the following distribution channels, TAMPS (Turnkey Asset Management Platforms), RIA’s, Independent B/D’s, Consultants, and Sub Advisory relationships. His previous background provides in-depth knowledge of the different distribution channels. Rick joined M Capital Advisors in October of 2021.
Blueprint Investment Partners; Partner, Director of Business Development
NEXT Financial; Business Management Consultant
Chase Investment Counsel; SVP, Marketing and Client Services
Bjurman, Barry & Associates; EVP, Director Sales & Marketing
Touchstone Investments; SVP, National Sales Manager
As a longtime resident of the greater Philadelphia area, Rick is an avid fan of the city’s sports teams. He took his love for collegiate football to the next level in 2020, when he moved to “college football country” in South Carolina. When not watching sports, he enjoys an occasional frustrating round of golf, working in his yard, and exercising. Rick enjoys traveling back to Pennsylvania with his wife so they can visit their 6 kids and 5 grandkids.