John S. Rick, Managing General Partner
John is the partner in charge of accounting, auditing, and technology services for our firm. He is a licensed Certified Public Accountant in the state of California. After graduating with a major in accounting from the University of Wisconsin, he received his MBA from San Jose State University with an elective specialization in tax.
The Association for Investment Management and Research (AIMR) has awarded the internationally recognized Chartered Financial Analyst (CFA) charter to John. The designation, recognized as a hallmark of excellence, demonstrates a balanced approach to investments, academic achievement, and practical experience that is unique in the investment industry.