CFA, CAIA, MSFS
Prior to joining Wellspring, Rich was Director of Equity and Fixed Income Research for Victory Capital Management from 1994 to 2014. Rich has over 30 years of experience in the investment industry and brings a strong expertise in multiple asset classes. After graduating from the University of Notre Dame, Rich began his career in 1983 with the audit staff of Ernst & Young. In 1987, Rich joined Duff & Phelps Investment Management Co. where he worked as a portfolio manager in Foundation and Endowment assets until 1994. In addition to his undergraduate degree, Rich also earned an MBA from the Weatherhead School of Management at Case Western Reserve University and a Master of Science in Financial Services (MSFS) from The American College. He holds designations as a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and a Certified Public Accountant (CPA - Inactive).
November 19, 2019
S&P Indices Versus Active (SPIVA) Scorecard
February 9, 2018
February 5, 2018
Pullbacks are a Normal Part of a Healthy Bull Market