Rick Marx

Rick Marx is a Client Advisor at Concentric Private Wealth. Rick has held this position since August 2021. Prior to that, they were the Director, Financial Consulting at TIAA from December 2011 to November 2020. Before that, they were a VP-Investments, Financial Advisor at JPMorgan Chase from February 2009 to November 2011. Rick has also worked as a Financial Advisor at Davis Capital Advisors from April 2008 to January 2009 and as an Equity Trader at Globex Capital from January 2007 to December 2008. Rick Marx began their career as a Vice President at SLR Acquistion Corp. in January 1998 and held that position until December 2004.

Rick Marx has a Bachelor of Arts in Philosophy and German from Hunter College, as well as a degree from Loyola University New Orleans.

Rick Marx reports to Katherine Liola, Founder & CEO. They are on a team with Beca Sanderson - Director of Operations, Peter Daniels - Client Advisor.