Rick Fox is the founder of Curae- Personal Business Management, a company specializing in Daily Money Management services for seniors and high net worth individuals and families since June 2019. Additionally, Rick Fox is an active member of several professional organizations, including the American Association Of Daily Money Managers, the Society of Certified Senior Advisors, the AICPA, and the Virginia Society of CPAs. Rick's extensive experience includes leadership roles at Planview, Inc. from February 2009 to March 2024, serving as Vice President of Professional Services for North America and Regional Vice President of Professional Services. Prior to that, Rick held positions at Business Engine, Inc., BayPointe Software, and KPMG, beginning a career in accounting after graduating with a BA in Accounting from St. Bonaventure University.
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