Chief Investment Strategist and Head of Distribution
As Chief Investment Strategist, Rick advocates for the thought leadership of F/m’s accomplished asset management partners, and contributes to the firm’s team process to identify, analyze, and recruit distinctive portfolio managers across asset classes. As Head of Distribution, Rick coordinates efforts to connect F/m manager partners with institutions, advisors, analysts, and investors.
Prior to joining F/m, Rick was Co-Chairman of Lake Partners, a nationally recognized alternative investment consulting and portfolio management firm, which he co-founded in 1989.
As a noted speaker and author on diverse financial topics, Rick has been quoted in Barron’s, The Wall Street Journal, and the Financial Times, and has appeared on CNBC and Bloomberg. Rick has been a presenter at the MIT Sloan Investment Management Conference, the Yale School of Management, the London Business School, the Morningstar Investment Conference, and at financial industry conferences around the US. As an author, Rick was co-editor of Private Equity and Venture Capital, a reference book used at business schools across the US. Rick is a cum laude graduate of Harvard University