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Sr. Investment Consultant

Rick Berry is a Sr. Investment Consultant for USI Consulting Group. He is responsible for developing, implementing and monitoring investment strategies for defined contribution and defined benefit clients. Rick is actively involved monitoring investment strategies, capital markets while providing both investment reviews and fiduciary oversite reports with USICG clients.

Rick began his career as a paraplanner with a national firm in northern Maine. Prior to joining USI he held multiple positions in management as a Vice-President, Director or Business unit head for multiple fortune 500 asset managers and record keepers.

Rick Graduated from the University of Maine at Farmington with a Bachelor of General Studies degree. Industry education and designations include: Chartered Retirement Planning CounselorSM (CRPC®), Chartered Retirement Plans SpecialistSM (CRPS®), Accredited Investment Fiduciary® (AIF®) & Accredited Investment Fiduciary Analyst® (AIFA®), FINRA administered Series 6, 7 and 63.

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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.