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 planning, thoughtful problem-solving, and building long-term relationships. With a background as a trader, Rick also brings a deep understanding of equity markets and risk management to his relationships.
Education: B.A., Harvard University
Previous Work Highlights: Spent a decade as a Trader at various firms before moving to the wealth advisory space with Merrill Lynch and Morgan Stanley. 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 coach youth soccer, helping more than 20 players advance to collegiate programs. He enjoys golfing and spending his free time with his wife, three children, and two Golden Retrievers.
