Dick manages the relationship management team for Adviser Investments and is responsible for all client interactions. He also serves on Adviser’s Portfolio Review Committee and is a leader on our S.M.A.R.T. initiative. Dick has worked in the financial services industry since 1985. He served in both retail and institutional roles at Fidelity Investments, Charles Schwab and Kobren Insight Management. He joined Adviser Investments upon the acquisition of Kobren in 2011. Dick earned his B.A. from Denison University. He lives in Needham, MA with his wife and two children. He is an avid curler in the winter and devoted advocate for the sport year-round.