Rick Sterioti has more than 30 years of experience in the financial services industry. During that time, he has amassed a wide range of expertise having spent significant time in three key roles – wealth advisor for individuals and families, institutional business development focused on alternatives and fixed income, and as an equity options trader. This diverse background allows Rick to provide a differentiated view of investments and market cycles to his clients.
In his role as a Wealth Advisor for 1834, Rick works to fully understand the immediate needs and future goals of his clients so he can help them navigate their often complex situations and pursue their goals more effectively. He focuses his practice on high-net-worth individuals and multi-generational families.
Prior to coming to 1834, Rick was a Wealth Management Advisor at Fifth Third Private Bank in Naples. And prior to that was an Investment Advisor at Ancora Family Wealth.
Rick is known for his:
- Relationships – A born “connector”, his clients have come to rely on him to pull in the necessary in-house specialists in wealth planning, investment management, trust & fiduciary, estate planning & administration, philanthropy services, and private banking when needed
- Resourcefulness – He’ll stop at nothing to find solutions that work best for each clients’ situation
- Responsiveness – With the goal of exceeding client expectations, Rick provides concierge-level service
Rick received a bachelor’s degree in business marketing from Eastern Illinois University, where he was a four-year starter on its Division 1 baseball team.
Outside of work, Rick can be found fueling his passions of golf, baseball and guitars. But his absolute favorite thing to do is watch his two children be successful in life.