Investment experience: 23 years; 23 years with firm

Rick is responsible for developing and implementing investment policies for individual clients, financial planning, and maintaining client relationships. He is also involved in managing direct sales. Rick earned his BS in business administration in 1981; his MBA in 1991 from California State University, San Francisco; and his Certified Financial Planner® designation in 1997. Prior to joining Bailard in 1985, Rick was an accountant with the Robert MacNeil Corporation. He enjoys travel and playing tennis and is an avid fan of track and field. He also enjoys the cinema and has a special interest in films of the 1970s.