As CEO of Lenox Wealth Advisors, Rick draws on more than 30 years of experience managing wealth, investments, and risk for clients to set and lead our firm’s strategic vision. He’s a founding Partner of Lenox Advisors and the creator of our innovative Personal CFO platform. Rick is a frequent event speaker and often sought out by various media (e.g., Forbes, Worth, CNN, CNBC, etc.) for his insights and opinions. 

Rick earned his Bachelor of Science in Finance from Lehigh University and a Master’s in Real Estate Development from New York University. He also holds the Certified Financial Planner^® designation. Fueled by a passion for giving back to both the financial services industry as well as his community, Rick serves on the Boards of Covenant House New York, Lehigh University College of Business and Economics, the PGA Foundation, and the Association for Advanced Life Underwriting (AALU). He resides in New York City with his wife of over 20 years and their two daughters.