Serving Martha's Vineyard, Nantucket and Southeastern Massachusetts
Rich joined Cape Cod 5 in 2018 and has more than 30 years of experience in guiding individuals, business owners and nonprofits as they work toward their financial goals. Prior to joining Cape Cod 5, he served as a senior executive at a financial services consulting company, using his extensive industry knowledge to provide performance improvement solutions within the wealth management and institutional sectors.
Rich holds a Bachelor of Science degree in Business Administration and Marketing as well as several professional designations, including Certified Wealth Strategist (CWS®) and Series 7, 24 and 63 security licenses.
He is an active member of the community and serves on the boards of the Martha’s Vineyard Builders Association and Abel’s Hill Association. Rich also serves on the Martha’s Vineyard Commission Bike Pedestrian Advisory Committee.
Rich and his wife live in Chilmark.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|