Portfolio Manager | Jackson Hole
As Portfolio Manager, Rick is responsible for building and maintaining client relationships. Rick’s expertise allows him to implement customized investment management strategies for client portfolios as a part of their overall wealth plan.
Prior to joining First Western, Rick worked at RMB Jennings as a wealth manager where he played a key role in managing client accounts based in the Jackson office. While at RMB Capital Management, Rick also worked as a senior client associate in Chicago and Denver prior to Jackson Hole.
Getting to Know Rick
What do you like most about your job?
The people I work with and the clients I work for. Working in a small town like Jackson you get to see co-workers and clients outside of professional situations on a regular basis. I genuinely enjoy interacting with the people I work with/work for in a variety of settings.
What is your motto?
“Always bear in mind that your own resolution to succeed is more important than any one thing.” Abraham Lincoln
What is your most treasured possession?
R.L. Winston ‘5 weight fly rod – my 20th birthday present.
- Bachelor of Science in Business Administration from the Daniels College of Business at the University of Denver
- Certified Financial Planner (CFP®) designation from the College of Financial Planning
- Assistant Coach, Jackson Hole High School Boys Lacrosse
- Board Member, Treasurer, Jackson Hole Trout Unlimited