Senior Research Analyst
JMG’s clients won’t see Rich sifting through and analyzing reams of complex financial data or gathering insights from investment and financial professionals across the country. But every day, JMG’s clients reap the benefits of Rich’s behind-the-scenes efforts as he uses his talents to make sure that JMG’s investment recommendations are well-conceived and client portfolios are managed optimally.
Leading an experienced group of financial researchers and market analysts, Rich provides JMG’s Investment Committee and financial advisors with the fruits of his team’s thorough and actionable research.
Rich enjoys the ever-changing nature of his work, as market fluctuations and evolving client concerns make no two days the same. When not providing JMG’s clients with high-level market research and analysis, Rich enjoys spending time with his wife and 10 grandchildren and traveling.
CPA, CFA Charterholder, Personal Financial Specialist, CMA®, CGMA
Master of Arts in accountancy, Bachelor of Science in accountancy and mathematics – Northern Illinois University