Los Angeles, CA – October xx, 2020 – Wedbush Securities, one of the nation’s leading independent full–service financial services providers, welcomes veteran private wealth advisor, Rick Blosser and The Pathfinder Group (“Pathfinder”). Rick joins as a Managing Director of Investments and James Likes joins as a Portfolio Analyst for Pathfinder, which will focus exclusively on serving the unique needs of ultra-high net worth families and family offices. Rick and Pathfinder represent Wedbush Securities’ dedication to expanding the firm’s nationwide advisory footprint and its open-platform model, leveraging both the broker/dealer and RIA platforms. Rick reports to Los Angeles branch manager, Douglas Pryor, and is based out of the firm’s flagship Downtown Los Angeles office.
For the past 28 years, Rick has provided holistic and goal-based wealth management services 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. He is recognized as one of the country’s top private wealth managers, including nods from Barron’s, Forbes, and Financial Times.
James Likes also joins Rick and Pathfinder at Wedbush. The two have worked together for more than 20 years, dating back to their days at Morgan Stanley. James’ extensive background in investing and portfolio analysis and management complements the Pathfinder mission and practice of client-centric wealth management advise.
“I’m in an ideal situation at Wedbush,” stated Rick Blosser. The ability to leverage multiple platforms in my business and not have to outsource, is the solution I was looking for and will be a welcome opportunity for my clients’ discernable interests.”
Chris Mone, EVP and Head of Wealth Management adds, “We see the future of Wealth Management as the opportunity to create synergistic relationships with advisors through our platform-agnostic business model. Having Rick and Pathfinder as part of Wedbush, exemplifies this model and we couldn’t be happier having the Pathfinder team on board.”
Rick received his B.A. from Princeton University and earned his M.B.A. from the Anderson School of Business at UCLA. James received his B.A in Finance from University of Oregon and his M.B.A. from the Weatherhead School of Management at Case Western Reserve University.
About Wedbush Securities
Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.