Professional Bio
EXPERIENCE
Rich has over 15 years of experience working with ultra-high net worth individuals and families, closely-held business owners and foundations both in private law practice and as a wealth advisor. Prior to joining Northern Trust, Rich served as a Wealth Advisor and Relationship Manager at The Bryn Mawr Trust Company. Prior to that role, Rich was with Wells Fargo’s Private Bank where he managed estate settlement, trust administration and specialty assets. Prior to work in wealth management, Rich practiced law at firms in Washington, DC and Philadelphia.
EDUCATION AND CREDENTIALS
Rich earned his Bachelor of Arts, with honors, from Mount St. Joseph University. He earned his J.D. with distinction from the University of Maryland School of Law, where he served as President of the Moot Court Board and received a Public Service Award for his Pro Bono work. Rich is a CERTIFIED FINANCIAL PLANNER (TM) and he is admitted to practice law in Pennsylvania, Maryland and Ohio.
INTERESTS
Rich enjoys golf, skiing and spending time with his family. He lives in Radnor, Pennsylvania with his wife and three children.
EXPERTISE
Rich manages Northern Trust’s implementation of fiduciary services for trusts and estates in Philadelphia and throughout the Mid-Atlantic region and exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax law, and estate planning techniques. Rich also serves as relationship manager for highly complex client relationships, advising on financial planning and wealth transfer strategies and assembling cross-functional teams of Northern Trust experts to identify and implement advisory solutions for our clients’ entire balance sheet.
Rich currently serves as Co-Chair of Northern Trust’s East Region Discretionary Committee and has served on that Committee since 2023. He has also participated on several Northern Trust advisory committees, primarily related to trust administration and client experience.
COMMUNITY INVOLVEMENT
Rich and his family are active in the local community, with a particular interest in empowerment of underserved children and single parents. Rich mentors college students who are interested in a career in financial services. He also coaches softball and basketball in leagues throughout Radnor Township.
