Rich has been a cornerstone of Preferred Financial Partners (PFP) since November 2019, serving as Chief Compliance Officer and providing critical back office support. With over 20 years of experience in the financial services industry, including a strong background in securities, Rich ensures PFP operates with the highest standards of compliance and efficiency. His dedication to maintaining a robust operational framework allows the team to focus on delivering exceptional service to clients. Rich values the vibrant culture at PFP, enjoys working alongside his talented co-workers, and believes strongly in the meaningful role PFP plays in shaping clients’ financial futures.
A self-proclaimed economics and finance “nerd,” Rich brings a deep passion for his field to his work. Outside the office, he loves exploring new restaurants and food trucks, always eager to try something new. Rich has two daughters and cherishes spending time with them, and an interesting fact is that he has family ties in Canada.