Education and Certifications
- University of Colorado – MBA studies
- Brigham Young University – BS-Finance 1980
- Chartered Financial Analyst (CFA)
Rick manages municipal bonds for Holly Street Wealth Advisors and sub-advises in municipals for many U.S.-based investment advisory firms.
Rick has managed the Aquila Tax-Free Fund for Utah and the Achievement Municipal Bond Fund with performance in the top 4% of national managers using a value/structure-based approach. He was the Chief Investment Officer at Western National Trust Co, the 6-state trust division of Zions Bank, and the CIO of Yellowstone Partners. Rick was the founder of WindRiver Advisors, a manager of municipal bonds and value equities from 2005-2009. He was also Vice President in the wealth management division of Seafirst Bank in Seattle Washington. Rick received the Chartered Financial Analyst designation in 1986, and was a past officer of the Salt Lake City Analysts Society.
In his spare time Rick likes to travel, read, bicycle, and play and listen to jazz music. In recent years, he has climbed Mt. Kilimanjaro, to Everest base camp, backpacked Europe, sailed 1700 miles in the Pacific Ocean, and motorcycled in Ecuador.