B.A., The University of Alabama
J.D., The College of William & Mary
Rick is a founding member of the firm and serves as a managing director and a member of the firm’s Investment Policy Committee. He has been continuously engaged in the investment management and financial industries since 1978. During that time, he served as a bank trust officer, credit analyst, commercial lending officer and as a principal of a Registered Investment Adviser. His clients include high-net-worth individuals, profit-sharing and 401(k) plans, trusts and estates, and private foundations.
Rick is a native of Chapel Hill, N.C., and has lived in Mobile since 1978. He is a member of Christ Church Cathedral and the Order of St. John; he also is a member of the Virginia State Bar. He and his wife, Barbara, have three children and eight grandchildren.