Rich is a Vice President. He manages portfolios for high net worth clients, family trusts, and foundations. Prior to joining Inverness in 2005, Rich worked as a Financial Advisor at Smith Barney.
Rich earned a BA from Franklin and Marshall College in 1976 and an MBA from the Lubin School of Business at Pace University in 1980.
We welcome the opportunity to work with you in pursuit of your aspirations.
Please contact Philip Lawrence at
(212) 207-2122 or email@example.com.