prior to joining Wellspring, Rich was Director of Equity and Fixed Income Research for Victory Capital Management from 1994 to 2014. Rich has over 30 years of experience in the investment industry and brings strong expertise in multiple asset classes. During his tenure with VCM, he was responsible ...more

prior to joining Wellspring, Rich was Director of Equity and Fixed Income Research for Victory Capital Management from 1994 to 2014. Rich has over 30 years of experience in the investment industry and brings strong expertise in multiple asset classes. During his tenure with VCM, he was responsible for the management of investment activities including the development and evolution of investment strategies. He was also responsible for oversight of the firm's equity and fixed income research processes and ensuring their proper alignment to market conditions. PROFESSIONAL EXPERIENCE Co-Director of Investments, Wellspring Financial Advisors, LLC Director, Victory Capital Management Portfolio Manager, Duff Phelps Investment Management Co. Senior, Ernst Young LLP EDUCATION University of Notre Dame, South Bend, IN (BS) Case Western Reserve University, Cleveland, OH (MBA) PROFESSIONAL AFFILIATIONS Chartered Financial Analyst Institute Chartered Alternative Investment Analyst Association Ohio Society of Certified Public Accountantsless