Rick Monfred

Rick Monfred is a Principal and Financial Advisor at Bernstein Private Wealth Management, where Rick has been since 2008, specializing in investment management and research for families, entrepreneurs, and non-profits. In addition to this role, Rick serves on the Board of Directors for Weekend Backpacks for Homeless Kids, focusing on addressing food insecurity among vulnerable youth in Baltimore, and is part of the Leadership Committee for the Baltimore Chapter of Philanthropy Tank, which empowers young philanthropists. Rick also contributes to the Baltimore Symphony Orchestra's Board of Directors, supporting the financial health of the organization through its Endowment Trust. Previous experience includes serving as Managing Director of Real Estate Finance at MMA Capital Management and as a Principal in Commercial Real Estate Transactions at Neuberger, Quinn, Gielen, Rubin & Gibber, P.A. Rick holds a Master of Science in Real Estate from The Johns Hopkins University, a Juris Doctor from the University of Maryland, and a Bachelor of Arts from Duke University.