Founding Managing Partner
Rich attended Saint John’s University, New York where he earned a Bachelor of Science degree in Accounting. In 1988 he became a Certified Public Accountant.
He began his career at Price Waterhouse as a staff accountant. His career path lead him to various financial / investment management roles at Marsh & McLennan, Inc., AXA/Equitable, and Russell Reynolds Associates, Inc.
In 1995, Rich joined Merrill Lynch (Private Client Group). He earned the title of Senior Financial Consultant and the designation of Certified Financial Manager (CFM) while at Merrill Lynch.
Rich joined Smith Barney in 1999 where he continued his career as a Vice President within the Wealth Management Division. During his tenure he earned the designations of Financial Planning Specialist (FPS) and Investment Management Specialist (IMS).
In 2006 Rich left Smith Barney to join the Morristown Financial Group as a Partner.
Rich and Bill Calvert decided in 2008 to open their own firm and Heritage Investment Partners, LLP was formed. Rich is the co-founder and a Managing Partner of the firm.