Serving Martha's Vineyard and Southeastern Massachusetts.
Rich has more than 30 years of experience in guiding customers 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 professional development 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 and Series 7, 24 and 63 security licenses.
He is an active member of the community and has served on the board and as President of the Abel’s Hill Association in Chilmark, MA. Rich has also served as a board member and former President of Wayland Youth Soccer and has participated in the Annual Fund Campaign for Belmont Hill School.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|