As the director of investment strategy and research, Rich brings a passion for investing and a commitment to life-long learning. Prior to joining Three Bridge, he worked as the research director for registered investment advisors in Sacramento and Berkeley, performing manager due diligence, portfolio construction, performance analysis, and monitoring market and economic conditions.

Rich has over 20 years of investment experience and has worked as a registered representative with Charles Schwab, an equity research associate with SunTrust Robinson Humphrey, and various boutique bay area investment managers. Rich holds an MBA from Indiana University, a BS from Purdue University, and is a CFA and CAIA charterholder.

At Three Bridge Since: 2021