Richard is a Connecticut native and began his investment career in 1997, following time in banking as a branch manager for Connecticut Bank of Commerce in Stamford, Connecticut. Rich has more than twenty years of experience focusing on financial planning, asset allocation and portfolio management for individual clients and businesses. He joined New England Capital Planners in 2019 as a Financial Planning Associate, working with our team on investment and financial planning issues. Rich has a Bachelor of Arts from Southern Connecticut State University and is a Certified Financial Planner™ (CFP®).
Along with participating in community based presentations on financial planning issues, Rich volunteers his time to various organizations including: Project Return, Inc. for teens in crisis, American Cancer Society and the Good Company Theater Board of Directors in Granby, CT. He is also a member of the Simsbury Chamber of Commerce.