Scott Aleali and Jeff Maier huddle up with Rick "Coach" Gordon, Senior Managing Director at Citizens Private Wealth, who brings his A-game, sharing wealth strategies for PE professionals. Rick shares his expertise on liquidity smoothing, risk barbells and tax efficiency techniques that help PE professionals navigate the unique financial challenges they face. He also reveals why DIY investors often fumble their personal accounts, and gives a hard-hitting assessment on alternative assets.

When he's not calling financial plays, Rick's coaching youth sports and building young champions - all while bleeding Michigan blue (just ask him about that epic '97 Ohio State game!). From the trading floor to the baseball diamond, Coach Gordon proves he's got game in every arena.