Rich is a Partner and Wealth Advisor at TritonPoint Partners, a fiduciary advisor that is obligated to put your interests first. He works closely with his son, Rob, advising multigenerational families, cultivating enduring relationships built on trust, insight, and a nuanced understanding of each family’s unique values, goals, and dynamics. His highly personalized approach ensures that every strategy is thoughtfully tailored to align with both financial objectives and broader life aspirations. Rich also collaborates with clients’ accountants and trust and estate attorneys on tax-efficient financial planing and investments, estate planning, and philanthropy.

Prior to joining TritonPoint Partners, Rich served as a Senior Investment Strategist at a Pennsylvania-based trust company, where he spent many years guiding clients through portfolio construction, asset allocation, and evolving market conditions. Throughout his career, he has also held key roles as a Chief Investment Officer and Director of Investment Research with leading financial institutions in the Princeton and Philadelphia areas. A respected and trusted voice in the industry. Rich is frequently sought for his insights and has been featured across radio, television, and print media.

Outside of his professional life, Rich enjoys traveling with his wife, Eileen, and spending meaningful time with their children and grandchildren. He has a strong passion for biking, discovering interesting restaurants, sports, and music, often attending events at Yankee Stadium and tailgating at Boston College football games.