CEO, Evergreen Advisors LLC
Rick is a founding member and Chief Executive Officer of Evergreen Advisors LLC. He has over 30 years of experience in advising early stage growth and middle-market companies on finance, recapitalization and exit strategies. These financing alternatives and exit strategies include capital raises, recapitalizations, mergers, sales and ESOPs. Rick was also a co-founder and managing member of the Chesapeake Emerging Opportunities Club, an early stage venture capital fund.
He serves on the Board of Directors for: LifeJourney, Inc., Pathsensors, Inc., Economic Alliance of Greater Baltimore, Howard County Economic Development Authority, and on the Advisory Board for Healthcare Interactive and Chesapeake Systems and the Cyber Advisory Board for BWTech. He held past Board of Directors positions with various entities including: Acuity Mobile, Inc. Butler Capital, Inc. e.magination network LLC, Platform Logic Inc., Emerging Technology Council, Metasource, Hi-Tech Fasteners Inc., and Maryland Development Technology Center (MDTC). Rick also served on the Howard County Cyber Security Commission. He is actively involved with area incubators and other business development initiatives.
Rick is a graduate of Loyola University in Maryland with an MBA from the Sellinger School of Business with a concentration in Finance & Marketing and a BA in Accounting. He holds the Series 7 and 79 General Securities Representative Licenses, Series 24 General Securities Principal License, and the 63 Uniform Securities Agent License. He also has passed the Series 65 License Exam.