Our team

Rick Pomeroy is a Senior Managing Director, joining the organization in 2017 and brings over 20 years of experience helping clients navigate the complex issues of significant wealth. He works closely with firm leadership to develop and execute strategies for promoting new client engagement and for delivering an exceptional experience to our clients.  Rick leads the Chicago team in their work serving ultra-affluent individuals and families.

 

Prior to joining our firm, Rick held several executive and managerial roles at global wealth management firms.  Most recently, he served as Regional Director for a nationally-recognized asset management firm, where he oversaw the senior advisory teams in the Central, Mid-west and West regions. Rick had previously held similar roles overseeing senior advisors in their delivery of complex wealth management advice to clients in Texas and North Carolina.

 

Rick earned his Bachelor of Accounting degree from Rutgers University and serves on the board of the Lyric Opera of Chicago.