Rick Plummer, CFA

Assistant Portfolio Manager / Senior Equity Analyst

20 years with Systematic
30 years of industry experience

Rick, an Assistant Portfolio Manager/Senior Equity Analyst, conducts company-specific fundamental research within selected economic sectors spanning the market capitalization spectrum. Rick joined Systematic in 2004 from Value Line Investment Survey where he served as a senior industry analyst and lead editor of the firm’s daily stock reports. He also spent time in Value Line Asset Management as a portfolio manager for private wealth clients.

Rick holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and CFA Society New York. Rick received his M.B.A. in finance at New York University’s Stern School of Business, with Stern Scholar honors and a B.A. in economics and government from Wesleyan University.

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