With more than 20 years of investment experience, Rick oversees strategy development and the design and implementation of customized investment solutions for a broad array of clients. This includes strategies spanning both risk-management and absolute-return objectives across client portfolios, with an emphasis on derivative-based solutions. He also leads NISA’s efforts to expand its solutions into new strategies, working closely with the Business Development Group to translate NISA’s research and capabilities into differentiated offerings for institutional allocators. He also oversees the Investment Strategies Group, which includes the Strategic Portfolio Management and Markets and Portfolios teams, and NISA’s proprietary financial modeling tools.
He 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 economics and an M.S. in computer science from Washington University in St. Louis.