Senior Vice President, Managing Director
As senior vice president and managing director of our Chapel Hill office, Rick leads a team that provides the personalized service necessary to meet our clients’ investment, trust, and an entire range of wealth planning needs. Our focus on local, personalized service, a disciplined investment process, outstanding investment management, and expertise in trust administration sets us apart.
Rick has more than 35 years of experience in banking and finance, most recently as private client manager in the Private Bank at Bank of America in Raleigh, North Carolina, and previously as a commercial banker and municipal banker with Bank of America.
Originally from the Midwest, Rick earned a B.A. in economics and business administration from Knox College in Galesburg, Illinois, and a Master of Business Administration from Indiana University in Bloomington, Indiana.
Rick is a member of the Durham & Orange County Estate Planning Council and has a longstanding history of serving local non-profits in the Triangle. Most notably, he is the founding board president of Big Brothers Big Sisters of Durham and Orange County (which became BBBS of the Triangle), a founding board member of the Emily Krzyzewski Family Life Center, and he spent over 20 years serving in leadership roles for Habitat for Humanity of Durham, along with a host of other organizations.
Rick lives in Cary with his wife, Lisa, and enjoys staying active through exercise and sports, including walking, tennis, and golf.