Rich Cawthorne, AIF®, CRPS®

Rich Cawthorne is the Senior Vice President of Retirement Plan Services at HUB Retirement and Wealth Management. Rich was the founder of Alpha Pension Group, an independent pension consulting firm that was acquired by HUB International in 2021. Rich works with clients towards improving the impact of company-sponsored retirement plans and strives to strengthen the financial future of their employees.  

Rich started in the retirement plan industry in 1999 and has been working towards improving the quality of retirement plans and employee education since. Rich received a B.S. in Finance from Bentley University and an M.B.A. in Finance from Suffolk University. Additionally, Rich is an Investment Adviser Representative, a Certified Retirement Plan Specialist (CRPS®) and has his Accredited Investment Fiduciary (AIF®) designation from the University of Pittsburgh. He holds the Series 6 and Series 63 securities registrations through LPL Financial and the Series 65 securities registration through Global Retirement Partners, LLC.

Rich speaks quarterly at public conferences and investment committee meetings about the retirement plan industry’s best practices and prudent management of retirement plan investment offerings. As an investment fiduciary, his goal is to create a path for his clients to navigate as they provide a well-defined fiduciary process. This focus includes three fundamental areas of prudent plan management: investment analytics services, employee education services and fiduciary governance. 

Rich enjoys spending quality time with his beautiful wife and three amazing young children. Rich also enjoys playing the guitar, his daily exercise regimen, and healthy eating habits.