Rick Cott
Managing Director - Southeast
I strive to help clients gain peace of mind and confidence with their investment strategy. With this in mind, my goal is to fully understand all aspects of my clients’ life situations including family needs, estate and tax concerns, feelings about risk, and their overall financial objectives. I believe each of these are key building blocks to establishing and implementing a successful long-term plan.
Joined Karpus for the second time in 2023
Chief Investment Officer for two multi billionaire families responsible for all aspects of investment management (Blue Spruce Capital and QQI LLC)
Established my own family office (3 C Family LLC and KOVA Capital LLC)
BA Hope College, Holland Michigan (Finance and Political Science)
MBA Webster University, St Louis Missouri (Structured Finance)
Graduate 3-year program for Chief Trust Officers for Federal Banks – University of North Carolina, Cannon School
Graduate 3-year program for Advanced Risk – Yale University/EDUC- New Haven, Connecticut
MBA Webster University, St Louis Missouri (Structured Finance)
Graduate 3-year program for Chief Trust Officers for Federal Banks – University of North Carolina, Cannon School
Graduate 3-year program for Advanced Risk – Yale University/EDUC- New Haven, Connecticut
Lets talk about your investment strategy.
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