VP, M&A Integration
As the Director National Operations, Rick leads Mercer Advisors’ M&A Integration Team that focuses on the assimilation of acquired firm’s people, systems and processes into Mercer Advisors’ operating structure. Prior to joining Mercer Advisors, Rick was an owner and both the Chief Operating Officer and Chief Compliance Officer at Traust Sollus Wealth Management, LLC, a registered investment adviser acquired by Mercer Advisors in March 2018.
Rick earned his bachelor’s degree in Political Science and Art History from Rutgers University and an MBA in Finance from NYU Stern School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed insurance producer.
In his spare time, Rick enjoys kinetic art, especially classic cars and pinball machines. He lives with his wife and four sons in northern New Jersey.