Experience

Rick is a graduate of The Lawrenceville School and Colgate University.  He has been a businessman, investor and financial advisor for over 30 years, focusing on planning-based investment consulting for wealthy families, private businesses and non-profits.

Rick has been an active member of the Investment Management Consultants Association which certified him as a Certified Investment Manager Analyst (CIMA) in 2001. He has consistently devoted spare time to community and philanthropic endeavors, such as serving as vestryman and treasurer of St. Bartholomew's Church in Manhattan (1995-2003). Currently he serves on the Board of Trustees of VOICE, a public charter school in Long Island City that incorporates choral instruction into the core curriculum.

Rick is an avid sportsman living in Briarcliff Manor N. Y.

Laurie O’Connor graduated from SUNY Stony Brook and has been an administrative associate in wealth management for over 15 years. Laurie interfaces with all back office personnel and handles client service and administrative problem-solving with flawless precision. She is excellent at what she does, and does it with a smile. Laurie is a Long Island native living near her office in Manhattan.