Rick Lake

Rick Lake, CAIA, CETF, is a seasoned professional in asset management and financial services with extensive experience in education, content strategy, and investment consulting. Currently serving as a University Lecturer at Questrom School of Business, Boston University, Rick develops executive education programs focused on digital marketing and sales. As Content and Investment Strategist at GK3 Capital, Rick shapes content strategy for a digital sales agency, enhancing lead generation for various investment strategies. Rick is also the Founder of Narrative Alpha™, a consultancy aimed at supporting boutique asset and wealth managers through communication and marketing strategies. Prior roles include Chief Investment Strategist and Head of Distribution at F/m Acceleration, LLC, and Co-Chairman of Lake Partners, Inc., a consulting firm established in 1989. Rick holds a B.A. from Harvard University after attending The Roxbury Latin School.