Rich is Chief Investment Officer and the Chair of the Investment Committee. In addition to managing portfolios for high net worth clients, he leads our equity and third-party manager selection process. Prior to joining Inverness in 2007, Rich was a Vice President at U.S. Trust where he was most recently a portfolio manager working with high net worth clients. His previous roles were an equity analyst and a member of the open architecture investment team.
Rich earned a BS from North Carolina State University in 1998 and an MBA from Columbia University in 2003. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.