Firm Leaders

Rick Ratkowski, CFA

Managing Director, Investment Strategies

Rick Ratkowski, CFA

About

Committees

Management Committee

Education

B.S. in computer science and an M.S. in computer science and economics from Washington University in St. Louis

Credential

CFA

Industry Experience

20+ years

Because investors have complex problems that aren’t satisfied by generic products, we start with the objective and engineer a portfolio to meet it. The strategy is built for the client, not adapted to them.”

With more than 20 years of investment experience, Rick drives growth initiatives while designing and implementing customized, derivatives-based investment hedging and absolute return solutions and strategies. Additionally, he oversees the Strategic Portfolio Management team and the Markets and Portfolios team, and develops NISA’s proprietary financial modeling tools.

Rick is a frequent author and speaker on a wide range of investment topics and has been featured in several leading institutional publications.

He holds a B.S. in computer science and an M.S. in computer science and economics from Washington University in St. Louis.

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