Richard P. D’Amico, CFA

Manager of Investments

Richard D’Amico, a CFA charterholder, serves as the practice’s Manager of Investments. He brings more than 16 years of experience to the Investment Team, where he oversees the implementation of the practice’s fixed income models and is responsible for the review and
oversight of alternative investments and strategies.

Before joining the practice in 2009, Rick served as a market risk review analyst for KeyBank and as a licensed equity research analyst at Great Lakes Capital Partners Ltd., covering regional bank and thrift companies. He is a graduate of Mount Union College, where he obtained a B.A. in Business Administration with a Finance concentration. He is also a member of the CFA Institute and the CFA Society Cleveland.

Rick lives in Rocky River, Ohio, with his wife Shannon and son. In his free time, he enjoys playing baseball and spending time outdoors.

Luma Wealth Advisors - Professional Richard D'Amico