Rich has worked in the financial services industry since 1983 and cofounded Capital Management Partners, LLC, in 1996. He is a CERTIFIED FINANCIAL PLANNER™ professional; a FINRA Series 6, 7, and 63 registered representative; and an Investment Adviser Representative registered with Commonwealth Financial Network®. In January 2019, Rich celebrated his 29th year working with Commonwealth.

Rich divides his time between the Peabody, Massachusetts, and Albany, New York, offices.

Rich is a member of the International Association of Financial Planners and of Commonwealth's Retirement Advisor Council. He is also an Accredited Investment Fiduciary® (AIF®) and licensed to sell various insurance products. He earned his BS from Colorado State University.

On a personal note, Rich is married and has three daughters, to whom this blog is dedicated. Northern Lake George, New York, is Rich’s favorite summer getaway destination and Waterville Valley, New Hampshire, is his favorite winter destination. Rich serves on his church’s endowment committee and coordinates much of the activities for a Massachusetts-based cycling group with which he is associated. He is also a member of MeOH Power's board of directors, and North Shore Technology Council. He is also the President of Sabbath Day Point Water Users Association and Beach Association.