While attending Villanova University, Rick started his first apparel company. After 17 years building and selling two companies, Rick was recruited into the wealth management industry, taking a Vice President position with AllianceBernstein in 2005.
Over the years, Rick continued his involvement with the active apparel industry, assisting in mergers and acquisitions as well as fiscal planning for several apparel companies.
He left the world of proprietary wealth management agencies and created The ROI Group. His vision was to create an independent, open-architect firm focused on education, collaboration, and strategy for individuals, families, and businesses.
When not working Rick is heavily involved with his family, including his wife and four daughters.
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