Richard H. Van Kuren, CFA®
Rick Van Kuren is one of the founders of LVW Advisors and serves as Senior Partner. His consulting focus is on foundations, endowments, pension plans, and ultra-affluent families. Rick works with client investment programs to establish appropriate risk tolerance, develops strategic asset allocation, selects managers, and implements portfolios.
Rick has more than 20 years of experience in the investment industry. After receiving his undergraduate degree from the State University of New York at Fredonia, he worked at Elias Asset Management, and spent more than a decade with Citigroup Institutional Consulting—coming to LVW from Convergent Wealth Advisors.
A frequent speaker at conferences across the country, Rick received his Financial Analyst Charter in 2001. He is a member of the CFA® Institute (formerly AIMR) and the Rochester Society of Security Analysts, and has passed the FINRA Series 7 and 65 exams.
Rick earned his Bachelor of Science in Business Finance from The State University of New York at Fredonia and received his Financial Analyst Charter in 2001. Rick has twice been the recipient of the Association of Professional Investment Consultants’ Award for excellence in the field of Investment Analysis. He enjoys making wine and spending time with his wife and three children.