Rick is a founder of Steward Hamilton, a boutique accounting and tax firm that focused on high net worth CFO services. He is a partner in Brightwork Consulting, a company focused on investments and tax strategy related to renewable energy projects. Before joining Steward Hamilton and Brightwork, Rick was the Senior Vice President at Trust Company of the West (TCW Group), an institutional investment manager with $200+ Billion in AUM. Rick has big 4 accounting and tax experience, focused on high net worth individuals and commingled investment vehicles.
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