Ric Costa Email & Phone Number

Experienced business builder with a proven track record of increasing assets under management across different investment vehicles including 40 Act Mutual Funds, Collective Investment Trusts, and Sub-Advisory mandates. Extensive experience with a broad range of asset classes and strategies. Successful in building both Advisor-sold and DCIO Institutional distribution models. Accomplished professional with over fourteen years of business development and management experience. Skilled at developing and executing on strategies that involve distribution, business development, product, marketing and operations. Deep insurance and sub-advised industry knowledge with a broad network of strategic relationships with DC record-keepers, 3(21) and 3(38) program managers, and Institutional insurance clients. Recognized self-starter and team player with strong relationship management skills.

Listed skills include Alternative Investments, Management, Valuation, Investments, and 11 others.