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Rick Harter

Rick Harter. Rick focuses his work on financial planning and investment management. Mr. Harter has over 30 years of experience in the financial services industry prior to joining BlueMark Advisors and has been an independent Financial Advisor since 2005.Rick began his career in the financial services industry in 1986 with Drexel Burnham Lambert in New York City. After moving back to his hometown of Rochester New York, Rick worked for Central Trust Bank and then after the merger into M&T Bank in 1992 for M&T Bank/M&T Securities in a variety of banking, investment banking and management roles until 2005.Rick brings to the BlueMark Advisors team a comprehensive understanding of the financial planning and investment needs of business owners and wealthy individuals. He applies these insights into the intricacies of differing investments and tax considerations in helping clients generate sufficient retirement income. Rick graduated from the University at Albany with a degree in Business Administration, earned his Masters in Business Administration in Finance & Accounting from the University of Rochester’s Simon Graduate School of Business. He has his Life, Accident & Health Insurance and FINRA Series 7,24 & 65 Licenses. Rick has been an avid golfer for over 40 years and looks forward to continuing his quest to golf in all 50 Unites States. When not working or golfing, he has been busy coaching and watching his daughters’ soccer, basketball, volleyball and musical endeavors for the last 15+ years and looks forward to more of the same.