Wise Rhino Group
Firm focused on assisting Retirement Advisory firms with growth through partnership strategies.
Head of Advisor Sold DC Strategy and Distribution
Re-built and managed the firm’s advisor sold DC business and built Aggregator sector business.
National Retirement Partners
Investor/Board Member/ Leadership Team
Part of senior management team and a major investor in the firm.
MFS Investment Management
SVP – Head of Retirement
Managed the firm’s retirement plan complex including P&L, sales & marketing and service operations.
SVP-Head of National Retirement Distribution
Led Strategy, distribution and marketing of the firm’s retirement plan business.
Williams, Thacher and Rand
Partner/National Practice Leader DC Consulting Business
Partner and DC Practice Leader for a large retirement plan consulting business.
Dick lives in Charleston SC with his wife Mary and various four legged friends. He enjoys spending time with family above all, especially his granddaughter Poppy.
Since relocating from the New York area in 2017, he has begun working with The College of Charleston assisting with classes within the business schools entrepreneurial program.
Dick’s interests beyond family and business include traveling, reading, sports and music.
Hometown: San Diego, CA Education: University of Arizona Top 5 Albums of all time:
Pink Floyd – Dark Side of The Moon
Beatles – Sgt. Peppers Lonely Hearts Club Band
Black Sabbath – Paranoid
Bob Dylan – Blood on the Tracks
The Feelies – Crazy Rhythms
Musical artist you would most like to have a meal with (alive or dead): Frank Sinatra Song Lyric that best describes you:
Though you might hear laughing, spinning, swinging
Madly across the Sun
It’s not aimed at anyone
It’s just escaping on the run
And but for the sky there are no fences facing
-“Mr. Tambourine Man” – Bob Dylan
Musical Artist you would most like to see perform (alive or dead) James Brown