Guided by the work ethic instilled by his parents after they immigrated to the United States, Rick helps clients navigate financial decisions with care and integrity.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Focuses on helping clients navigate both financial and non-financial goals through thoughtful problem-solving and long-term relationships. With a background as a trader, Rick also brings a deep understanding of equity markets and risk-reward dynamics to his work.
Education: B.A., Biology, Harvard University
Previous Work Highlights: Spent a decade as a Trader at Morgan Stanley before moving to contribute to the wealth advisory space. He was a Partner at Fountainhead Advisors prior to its partnership with Lido in 2025.
Personal Facts: Formerly a professional soccer player, Rick stays active by coaching youth soccer, helping more than 20 players advance to collegiate programs. Enjoys spending his free time on the golf course.
