Rick is Chairman and a founder of ComStock Advisors, and a Senior Member of the American Society of Appraisers (ASA). He has more than 30 years of experience in the valuation, transfer, and management of privately owned business interests, as well as of the securities that comprise their capital structure. With extensive background in trust and estate planning, ESOPs, litigation support, and related financial advisory matters, he has served as an arbitrator and as an Expert Witness or Consulting Expert on financial issues in the U.S. Federal Tax Court and the U.S. District Court.
Previously, Rick worked in the trust industry, where he was responsible for the administration and valuation of closely held businesses held in a fiduciary capacity.
He is a member of the Institute of Business Appraisers (IBA), National Center for Employee Ownership (NCEO), Ohio Employee Ownership Center (OEOC), Association for Corporate Growth (ACG), and President of the Tri-State Business Valuation Roundtable. Formerly, he served as Designated Certified Review Appraiser of the National Association of Review Appraisers & Mortgage Underwriters (NARAMU), President and Vice President of the Business Valuation Association (BVA), President of the National Trust Closely Held Business Association (NTCH), on the International Board of Examiners for ASA, and as a presenter and judge for the ACG Cincinnati Cup MBA Competition.
Rick earned a Bachelor of Science in Management at the University of Cincinnati and an MBA in Finance from Xavier University. His continuing education includes participation at NTCH workshops, ASA Advanced Business Valuation seminars, ASA International Appraisal Conference Advanced Business Valuation seminars, University of Miami Heckerling Institute on Estate Planning, and conferences of The ESOP Association.
In demand as a speaker, he has presented valuation topics before groups such as The ESOP Association, NCEO, NTCH, and BVA, as well as for seminars sponsored by banks and law firms.