“I am excited to be working with Rick again. His departure from my previous company early on his career allowed him time to develop skillsets and tools that can transform performance and culture at PCMA,” said PCMA Founder and CEO John Lynch. “We continue to add amazing talent to the PCMA roster; Rick’s talents will help fuel PCMA’s continued internal growth and further cement our knowledge and leadership in the Private Client space.”
Mr. Cortez comes to PCMA from Morgan Stanley Wealth Management, where he was a senior trainer for Financial Advisors working in the Private Client market. He has extensive Private Client experience, including as a Supervisor at JP Morgan Chase, where he managed and trained negotiators.
“The ultimate success of a company starts with a great executive team with unwavering vision. I am excited to begin developing training assets and protocols based on that vision and the DNA of PCMA,” said Mr. Cortez. “I am excited to partner with the exceptional talent already in place at PCMA and believe my passion to serve the PCMA team will fuel the continued growth and success of the company both internally and externally.”