• Firm: The Roosevelt Investment Group, Inc.
  • Job Title: Managing Partner
  • Certifications: CFP® and CFA

Experience

Rick Konrad co-founded Blueprint Financial in 2001 and also founded Value Architects Asset Management. Prior to this, he was the managing director of research for Ryan Beck & Co. He has extensive experience in investment management, having been a partner in Lincluden Management, a Canadian private asset manager with over $7 billion under management, as well as Sceptre Investment Counsel in Toronto where he was responsible for a $2 billion U.S. mandate.

He is a graduate of University of Western Ontario in Canada, and received his MSF from Northeastern University. He received his CFA charter in 1988, his CFP® designation in 2004, and has completed the Harvard Business School Executive Program on behavioral investing.

Rick has been a member of the University of Western Ontario’s investment committee since 2008 as well as a member of its Board of Governors. He also has served on the Shareholder Advisory Council to Sallie Mae, the nation’s leading provider of student loans where he was involved in initiating changes in financial reporting and securitization as well as a change in senior management of the company. In his free time, Rick is an adjunct instructor of retirement planning at NYU.

Education

Rick received his BA in biophysics from the University of Western Ontario and his MS in finance from Northeastern University.

Quote from Rick Konrad

“With over 40 years of experience and as a founding partner of Blueprint Financial Planning, LLC, Rick Konrad is committed to providing investment and retirement planning advice to his clients.”