Rich has a keen understanding of business, marketing, finance, and banking due to his vast experience in a variety of fields. He began his career at his family’s business, Green & Freedman Baking Company, where he eventually served as president. After 32 years, Rich pursued his passion in finance as a financial advisor with Morgan Stanley (5 years), UBS (7 years) and Moors & Cabot (11 years) before joining the Boston Harbor team in 2019.
Rich has successfully developed his career by building lasting relationships. He considers trust and intelligence two of his most valuable traits that allow him to serve his clients best. In an ever-changing field, Rich’s clients rely on his expertise and guidance to break down the intricacies of the industry into understandable and relatable terms. Rich is energized working through the financial planning and goal setting process because of the lasting effect they have on his client’s futures.
I am incredibly lucky to have always called Boston home. I grew up here, graduated from Boston University, and eventually raised my family with my wonderful wife, Barbara. We have been married for 54 years and have four fantastic children and five grandchildren (with another grandchild coming soon!). Our children are spread throughout the United States, so we enjoy spending time with them and their families every chance we get. Keeping active is essential to me so when I’m not at work or spending time with my family, I love to play tennis and swim.