Managing Director, worked for nine years as Principal and Portfolio Manager/ Analyst at McCowan Associates before joining John W. Bristol & Co. in 1993. Rick was valedictorian at Massachusetts Maritime Academy in 1979 and received his MBA from Cornell University with honors, in 1984. He is a CFA charterholder and a Chartered Investment Counselor. Rick is Chairman of the Portfolio Committee, Massachusetts Maritime Academy Foundation and Chairman of the Finance Committee, Storm Trysail Club. He has analytical responsibilities in the areas of cruise lines; data networking equipment; enterprise software, connectors; fixed income; medical devices; personal care and household products; rails; and restaurants.