Rick Hollmann

As Managing Director and Head of Advisory Solutions, Rick specializes in delivering research-based investment solutions to ultra-high-net-worth individuals. He designs, directs and implements end-to-end advisory processes and standards that enhance the overall effectiveness of our investment advisors. Rick also has extensive experience with family offices, specializing in designing custom investment solutions including alternative investments, investment policy statements, family governance, philanthropy and lending.

Rick has nearly 25 years of experience in the finance industry. Prior to joining NewEdge Wealth, he was a Managing Director and Head of the Portfolio Advisory Group at UBS Financial Services, Inc. He has also held positions as Senior Vice President at Lehman Brothers and Vice President at Morgan Stanley.

Rick is a graduate of Hofstra University, where he received his Bachelor of Business Administration degree in Finance. He is a CFA® charterholder and maintains his Series 6, 7, 24, 63, and 66 licenses.

Rick currently resides in Mamaroneck, New York. In his spare time, he enjoys basketball, tennis, hiking.