Business Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed
Languages
English
Listed In: Investment Services
Rick is a Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Serving the retirement marketplace for over 30 years, Rick specializes in providing consulting and fiduciary advisory services to plan sponsors throughout the country in plan design, investment… Rick is a Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Serving the retirement marketplace for over 30 years, Rick specializes in providing consulting and fiduciary advisory services to plan sponsors throughout the country in plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. He also provides wealth management investment services to individuals, trusts, and non-profit organizations. Read more