Biography
As one of the top ranked private wealth managers in the country, Pathfinder holds the skills and extensive experience to provide holistic advice, and innovative solutions to help clients preserve, manage, and grow their wealth for generations to come.
We take an "independent" approach to advising the clients we work with. This means we utilize an "open architecture" platform to provide our clients resources and investment solutions, wherever they can be found. Simply put this means we use our extensive institutional network to bring ideas, investments, and resources to our clients, regardless of where they come from or what institution we partner with to deliver them.
Ensuring your wealth serves your true aspirations. At Pathfinder, we work one-on-one with you to listen and understand your current situation, challenges and goals. Then we help formulate a comprehensive plan to achieve your vision for the future.
Our Team
Rick Blosser
Managing Director, Investments
For the past 28 years, Rick has used an independent approach to advising, leveraging an open architecture platform for ultra-high net worth clients. Prior to founding his independent Pathfinder LLC multi-family office wealth management practice, he spent nearly a dozen years between Wells Fargo Advisors and UBS Private Wealth Management. He began his career advising clients with Morgan Stanley Private Wealth Management, where he spent 16 years. Before becoming a wealth manager, Rick worked in investment banking, and in fixed income trading. He is recognized as one of the country’s top private wealth managers, including nods from Barron’s, Forbes, and Financial Times.
Phone: TBD
Email: richard.blosser@wedbush.com
James Likes
Portfolio Analyst
James has more than 21 years of experience in wealth management. He has worked alongside Rick Blosser for more than 20 of those years, dating back to their days at Morgan Stanley, though most recently at Wells Fargo. At James’ core is his extensive background in investing and portfolio analysis and management, which complements the Pathfinder mission and practice of client-centric wealth management advise.
Phone: TBD
Email: james.likes@wedbush.com