Ric Panzera

Senior Vice President – Investments

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

A veteran of more than 40 years in the financial services industry, Ric Panzera brings a diverse background of expertise to his clients. Working with individuals and institutional clients, he has fixed income and equity experience as well as investment management consulting. Additionally, he has significant experience in corporate and public cash management and has written many articles for financial publications on the subject.

Ric has completed numerous consulting projects for benefit plans for cities and corporations. Ric originated the first GASB 45 multi-employer post-employment trust set up for public entities in Texas. He has acted as a financial advisor to a number of Defined Contribution plans for both public and private entities.

Ric is an Investment Advisor Representative, Municipal Advisor Representative and is an ERISA 408 (g) Certified Fiduciary Advisor. He served on the Board of Directors of the Securities Industry Association, Southern/South Central District 2004-2008 and as Chairman in 2007-2008. In addition, he is a longtime member of the Bond Club of New York.

A former competitive shooter and avid outdoors-man, Ric is a life member of the National Rifle Association, the National Skeet Shooting Association, the National Sporting Clays Association, the Dallas Safari Club and the Grand Prairie Gun Club.”