Rick Greywitt
Rick brings 18 years of experience in the investment industry and excels at identifying creative solutions to complex financial issues. As an Investment Advisor with an MBA from U Chicago Booth, specializing in Analytical Finance, Rick spent his early career as a portfolio manager and options trading specialist. Having dedicated himself to uncovering value for large trading firms, Rick is eager to pay it forward and share his knowledge to help guide individuals through the intricacies of the financial landscape. Beyond his financial acumen, Rick loves meeting new people and hearing their unique stories. Spending most of his youth in Minneapolis and Chicago, he feels most at home while enjoying ski trips to Tahoe with his wife, three children, and dog Parker. An advocate for an active lifestyle, both physically and socially, Rick believes that the most fulfilling moments are often shared over a great meal with good friends.