Rick Richert, CFA

Portfolio Manager: CLOs

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Rick is co-Lead and Portfolio Manager of Polen Capital's CLO Platform. Prior to joining Polen Capital in 2023, Rick worked as the Head of the U.S. Par Loan and CLO Platform at Sound Point Capital. At Sound Point Capital, Rick focused on managing the senior floating rate funds and the CLO business, launching the first CLO in 2012, and building the platform. Rick received a B.S. in Accounting from Southern College and an M.B.A. from the University of Michigan.

Education

B.S. in Accounting from Southern College and M.B.A. from the University of Michigan

Interests

Spending time with friends and family

  • 29
    Years Industry Experience
  • 2023
    Joined Polen
  • Boston
    Polen Office
JP

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