Rich is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rich worked at Edge Wealth Management and Merrill Lynch. He has over a decade of experience as a wealth management advisor and over two decades of experience working in institutional bond sales. He holds the designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Rich holds a Bachelor of Science in Accounting from SUNY Buffalo.