Founding partner of Blueprint
“My passion is helping investors achieve better outcomes by identifying and circumventing their biases through education and transparency and by seeking to design efficient, high-efficacy investment processes.”
Founding Partner of Blueprint
“The most exciting part of my day is seeking and finding objectivity through the abundant price data now freely available. Indeed, when we can cut through all the myths and smash the sacred cows that dominate the investing landscape with data, it ceases from being an occupation and transforms into a mountaintop experience.”
Partner and non-executive Board Member at Blueprint
“In an often cynical and distrusting world, transparency and authenticity are the most effective ways to establish long term relationships based on mutual trust.”
“The world of finance is intimidating to everyday people – largely by design. My goal is to help change the lives of investors by replacing the industry’s omnipresent empty rhetoric and jargon with real, actionable truth.”
Director of Business Development
Rick Bone has more than 30 years of experience in the financial services industry, working with several different asset managers with building distribution through different marketing channels. Working with companies such as Chase Investment, Knott Capital and Bjurman, Barry & Associates, he has held titles such as Senior Vice President in Marketing & Client Services, Senior Vice President and Director of Sales & Marketing as well as Executive Vice President for Sales & Marketing.
Patrick brings nearly ten years of legal, compliance, and financial services industry experience across a broad array of subject matters related to registered investment advisers, private equity and fixed income funds, broker-dealers, and insurance companies.