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Culture and Values

We recently sent a note about embracing innovation highlighting a few of the ways we’re working to get better for clients. It’s a commitment we take seriously and there’s much work to be done to make sure it happens.

That’s why we’re excited to welcome the newest member of the Tschetter Group team, Rick Lee. Rick joined us earlier this month as Director of Operations, bringing a wealth of knowledge and experience in making great things happen for clients. While much of his work will take place behind the scenes, it is nonetheless critical to consistently delivering on our promises to clients. Things like pursuing best execution in trading, bringing the best tools and technology to our portfolio management and planning processes, and helping us to keep innovating in ways that will bring value to you.

With Rick, we add another Pacific Northwest “local” and University of Washington alum to the roster. Good to have another Husky in the house! Rick, his wife, and their young son live in Bothell and are actively involved in their community. We’re also already enjoying Rick’s great sense of humor. He likes to joke he’s been voted “Best Dad of the Year” for the past six years running, quick to concede that it was his family voting and he was the only one on the ballot.

Rick can be reached at rick@tschettergroup.com. Please join us in extending him a warm welcome!