Over 44 Years of Experience | Institutional Finance Expert

Rick brings a unique combination of investment experience as well as talent expertise to Leading Edge. He provides coaching and focuses on organizational analysis and development of both the firm and our managers. He brings his proprietary global tools that enable people to discover their exceptional performance patterns to think and act more creatively.

Prior to joining Leading Edge Investment Advisors, Rick worked and taught with friend and StrengthQuest® author Edward “Chip” Anderson on how talent contributes to excellence. He has taught college courses in investments, finance, and talents. He was a Managing Director at Progress Investment Management, where he spearheaded Client Relations, Research and Product Development, and contributed to Sub-Manager Research.

He successfully managed a pension fund, established strategic and successful in-house portfolios (US and International Equity), as well as working as an investment manager. At Southern California Edison Company, where Rick was Manager of Investments and in-charge of a $4 billion Employee Benefits Assets and Pension Fund, a significant performance increase, from fourth quartile to first quartile, took effect under his direction.

Rick earned a Master of Business Administration in finance from American University and earned his Bachelor of Science at Oregon State University. Rick was also a doctoral student at Azusa Pacific University where the late Chip Anderson was a doctoral professor. He co-authored the book The Uprising Experience.