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Rick Wayne

Partner-Portfolio Manager and Strategy at Coho Partners, LTD.

Bryn Mawr, PA , United States

About

Rick Wayne served as Partner-Portfolio Manager and Strategy at Coho Partners, Ltd., based in Bryn Mawr, Pennsylvania, where he played a key role in investment management for both institutional and high-net-worth clients. He was instrumental in building Coho’s private wealth business after joining the firm in 2004, focusing on portfolio strategies rooted in downside protection and dividend-oriented US large cap equities.

Wayne’s investment expertise centered on US large cap equities, with specific emphasis on constructing diversified portfolios using high-quality, dividend-paying companies, and incorporating developed international, emerging market equities, alternatives, and select fixed income exposures. Under his stewardship, Coho’s core equity strategy prioritized resilient earnings and risk management—attributes that attracted institutional and private clients seeking capital preservation with measured growth.

Before his tenure at Coho Partners, Rick Wayne held senior roles at Morgan Stanley as Associate Vice President and at PNC Advisors as Senior Vice President, where he led advisory and portfolio management for private clients. He holds a Bachelor of Science in Economics, Marketing, and Finance from the University of Pennsylvania. Wayne retired from active management at the end of 2021, leaving a legacy of disciplined investment processes and significant contributions to the growth of Coho Partners’ private wealth division.

Career History

OrganizationRoleDate RangeDetails
Coho Partners, Ltd.Partner-Portfolio Manager and StrategyNov 2004 to Present
Head of Investment Strategy and High Net Worth unit for Coho Partners. Member of Investment committee in addition to portfolio manager responsibilities.
Morgan StanleyAssociate Vice PresidentMar 1984 to Dec 1995
PNCSenior Vice PresidentUnknown to Present

Education

University of Pennsylvania

Bachelor Of Science, Economics, Marketing, Finance

McBurney High School

Others at Coho Partners, LTD. (6)

NameRoleLocation
A
Andrew Hanna
Partner, Portfolio Manager and Investment AnalystPhiladelphia, PA , United States
James Klinger
James Klinger
Partner and TraderPhiladelphia, PA , United States
Ruairi O'Neill
Ruairi O'Neill
Portfolio Manager and AnalystBerwyn, PA , United States
S
Shirley Chen
ESG Investment AnalystPhiladelphia, PA , United States
A
Anne Madden
Equity TraderCherry Hill, NJ , United States
Evan Carpenter
Evan Carpenter
Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd.Caldwell, NJ , United States