Chief Investment Officer

Rich has nearly 20 years of investment management experience. Prior to joining Wellesley Investment Partners, Rich was a Senior Vice President and Portfolio Manager at Boston Private Bank where he led the Dividend Growth Equity team and was a member of the Asset Allocation Committee. Rich’s work includes advising high-net-worth families, endowments and foundations. Prior to Boston Private Bank, Rich was a Portfolio Manager at Dempsey & Company where he employed long/short, arbitrage and other investment strategies designed to adjust to market conditions. In 2009, Rich authored “Market Indicators” (Bloomberg Press). He has a Bachelor of Arts from Miami University and a Master of Business Administration from Kellogg School of Management at Northwestern University. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society. Rich lives in Andover with his wife and three children and enjoys running and hiking in the White Mountains. You can contact Rich at