Rick is a Principal and Consultant at Innovest Portfolio Solutions.  He is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. He is also responsible for new business development in Innovest’s retirement plan practice. 

Rick has earned the Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®) designations from the University of Pittsburgh, Joseph M. Katz Graduate School of Business, and has received formal training in investment fiduciary responsibility assessment.  Also, he has earned the Series 65 License (Registered Investment Adviser Representative) through FINRA. He is a member of the National Association of Government Defined Contribution Administrators, SPARK Institute Data Security Oversight Board, California Society of Municipal Finance Officers, and currently serves as Industry Chairman of the Board for the Colorado Public Pension Coalition.