Mr. Rick Misrok - Members of the Executive Forum

Rick Misrok earned an MBA from Georgetown University and a BA from SUNY Binghamton. He contributed several years in the corporate offices of The Bank of New York before entering the financial advisory field as an agent of Berkshire Life and Guardian Life, where he built a practice focused on serving the financial needs of small business owners. Rick spent over 20 years working with 401(k) and pension plans as a financial advisor before switching gears and teaming up with Jim Kwan to launch Ace Pension Solutions in 2014. 

He is primarily responsible for marketing, business development, and client relations. As a former advisor, Rick works well with the advisor community to show how a properly designed retirement plan can be a valuable tool in designing a client’s overall financial strategy. Rick builds strong relationships and maintains a high level of customer service, providing his clients with the information and support they need to be confident that they have the plan that fits their needs. 

Rick lives in Westchester, NY, where he has volunteered extensively with various organizations. He enjoys skiing, volleyball, photography, and travel.