Rick Wetmore, CFA
Senior Wealth Advisor
Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Advisors. He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealth planning services. Prior to joining Beacon Pointe, Rick served as Deputy Chief Investment Officer and Senior Portfolio Manager at BNP Paribas Asset Management (BNP), where he was responsible for managing Global Emerging Markets and Frontier Markets Equities investment portfolios. Prior to joining BNP, he was a Portfolio Manager at a Philadelphia-based investment manager, where he managed US and International Equity long-only and long-short strategies for institutional clients. Rick holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Boston. He is a Trustee of the Chestnut Hill School and a member of the Chestnut Hill Historic District Commission. Rick received a B.S. in Economics from the Wharton School of the University of Pennsylvania, with concentrations in Finance and Management. He resides in Chestnut Hill, Massachusetts with his wife and two sons.