Rick Wayne
Partner-Portfolio Manager and Strategy at Coho Partners, LTD.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coho Partners, Ltd. | Partner-Portfolio Manager and Strategy | Nov 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 Stanley | Associate Vice President | Mar 1984 to Dec 1995 | — |
| PNC | Senior Vice President | Unknown to Present | — |
Education
University of Pennsylvania
Bachelor Of Science, Economics, Marketing, Finance
McBurney High School
Others at Coho Partners, LTD. (6)
| Name | Role | Location |
|---|---|---|
A Andrew Hanna | Partner, Portfolio Manager and Investment Analyst | Philadelphia, PA , United States |
| Partner and Trader | Philadelphia, PA , United States | |
| Portfolio Manager and Analyst | Berwyn, PA , United States | |
S Shirley Chen | ESG Investment Analyst | Philadelphia, PA , United States |
A Anne Madden | Equity Trader | Cherry Hill, NJ , United States |
| Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd. | Caldwell, NJ , United States |