Rich is a Managing Director at Empire Valuation Consultants, where he has worked since 2010.
He has over 30 years of experience in the estate and trust industry and is responsible for furthering the development of Empire's valuation services in trust, estate, private equity and hedge funds. He also lectures on various topics including estate planning, sales and marketing.
Rich's experience includes the administration of complex closely held assets and the implementation of sophisticated planning structures for bank clients. These client businesses encompass industries such as manufacturing and distribution, publishing, construction, transportation and retail chains, to name a few.
Prior to joining Empire, Rich served as a senior trust officer and vice president at U.S. Trust Company and Deutsche Bank, where he worked in the New York and Florida markets. He was also an advisor to the board of a manufacturing business with over $150MM in annual sales.
- Graduate - Northwestern University National Graduate Trust School
- B.A. - State University of New York at Albany
- Estate Planning Council of New York City - Member
- Estate Planning Councils of Suffolk and Nassau Counties - Member