Ralph is the Chief Revenue Officer at Concentric Innovation, a firm with over two decades of experience in the evolving investment management space. With 25 years in financial services, he helps drive Concentric’s goal to enhance portfolio construction through precision-optimized investments, including tax-loss harvesting and daily rebalancing. The firm manages approximately $7 billion in assets and partners with advisors and institutions to deliver scalable, customized portfolios.

With a deep understanding of client priorities, Ralph has knowledge of launching and scaling growth platforms and implementing enterprise initiatives that drive growth, competitive advantage and scalability. He has passed Series 7, 66, and 24 licenses and completed a leadership certificate at UVA’s Darden School of Business. Ralph also serves on the board of the Westfield State Foundation and is passionate about building high-performing teams that align client success with measurable results.