What company does Rick work for?

Rick is a Partner, Managing Director at Snowden Lane Partners.

Where Rick graduated from?

Rick holds a degree in from San Diego State University.

Who is Rick?

Rick is a seasoned wealth management professional with over 20 years of experience serving ultra high net worth clients. Currently a Partner and Managing Director at Snowden Lane Partners, he specializes in crafting personalized financial strategies that address the complexities of significant wealth. His career has spanned multiple prestigious financial institutions, including Merrill Lynch and RBC Wealth Management, where he honed his skills in international trust and estate planning. Rick emphasizes collaboration with clients' legal and tax advisors to ensure comprehensive financial solutions. He is passionate about helping clients navigate their financial journeys while considering family dynamics and global investment opportunities. In addition to his wealth management expertise, Rick's leadership experience as a sales manager has equipped him with the skills to lead successful teams in high-pressure environments. His commitment to client service and strategic investment planning sets him apart in the wealth management industry.