Rich began his career in the investment industry in 1985 and co-founded PEI in 1992. Rich is a senior consultant at PEI advising investment committees of defined contribution and trustee directed portfolios in every phase of their fiduciary investment decision making process. Rich’s background includes expertise in investment manager evaluation and selection, fee benchmarking and negotiation, investment committee education, and investment policy development. He is also a member of PEI’s senior management team overseeing the firm’s strategic initiatives and operations.
Prior to starting PEI, Rich held various positions at Bankers Trust Company, U.S. Trust, and Merrill Lynch where he gained wide industry experience in the areas of plan recordkeeping, plan administration, and investment evaluation.
Rich earned a BA and MBA from Rutgers University and achieved the Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultants Association (IMCA) and the Wharton School of Business.