- Industry Experience: 23 years
- B.A., Baldwin-Wallace College
- M.B.A., Baldwin-Wallace College
Rick is the lead portfolio manager for the firm's money market funds. Prior to joining the firm in 2002, he was with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has two years experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick joined the firm in 2002 and holds both a Bachelor of Arts degree and an M.B.A. from Baldwin-Wallace College.
- Industry Experience: 21 years
- B.S., Salisbury University
- M.B.A., Loyola University Maryland
Kelley is a Fixed Income team portfolio manager for money market portfolios and custom cash strategies. Prior to joining the firm in 2000, she was a portfolio service associate with Legg Mason Wood Walker, Inc. Kelley earned a Bachelor of Science degree in finance and economics from Salisbury University and an M.B.A. in finance from Loyola University Maryland. She is a CFA® charterholder and a member of the CFA Institute and the Baltimore CFA Society.
- Industry Experience: 22 years
- B.A., Alma College
- M.A., Western Michigan University
Keith is a portfolio manager for money market portfolios and custom cash strategies. He has previously held positions in fixed income research and worked with custom managed portfolios. Prior to joining the firm in 1998, he was a credit analyst with First of America Bank. Keith earned a Bachelor of Arts degree from Alma College and a Master of Arts degree from Western Michigan University.
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