Rick is the Managing Partner of MAI Capital Management (“MAI”). He joined MAI in 2007 as a result of the acquisition of McCormack Advisors International by BC Investment Partners (“BC”) for which Rick was a founding partner.
Prior to the acquisition, Rick served as Managing Partner of BC from 2005 to 2007 which offered wealth advisory services to individuals and families. The merged entity was renamed to MAI and is based in Cleveland, Ohio. Prior to BC, Rick was Chief Executive Officer for Victory Capital Management, a subsidiary of KeyCorp, from 1999 to 2005.
Rick graduated from Fordham University with a BS in Accounting and was inducted into their Hall of Fame. He is a member of the AICPA and NYS Society of CPAs.
Currently, Rick serves on the Board of Directors of United Way of Greater Cleveland and Playhouse Square Foundation. Rick most recently served as Chairman of the Board of United Way of Greater Cleveland (2014-2016). He is on the Advisory Board for The Anderson-DuBose Company, GBX Insurance LLC and Barrington Golf Club. He is also a member of the Bluecoats and is Chairman Emeritus of The First Tee of Cleveland.