Head of Portfolio & Investment Management, Co-Head of Wealth Advisory
Rich is in charge of GLR Partners’ portfolio and investment management strategies, along with leading the overall aesthetic and design for the firm. Rich has been advising wealthy families for over 20 years. He is fluid across multiple areas with respect to investment management, portfolio construction, and intergenerational wealth advisory. Previously, Rich was an advisor at three leading global wealth management firms where he advised high-net-worth clients in the areas of wealth maximization and complex planning structures. Rich has an MA in Economics from the University of Maryland, Baltimore County. He is a member of the Institute for Divorce Financial Analysts, a Certified Divorce Financial Analyst™ as well as a Certified Financial Planner™. Rich lives in Anne Arundel County with his wife and three children. He enjoys tennis, pickleball, boating, and playing guitar in a gigging rock band.
Team
When you partner with us, you don’t just get a Financial Advisor, you get an entire firm dedicated to growing and preserving your family’s legacy. Our team has a deep commitment to our clients and to each other.
