Rick Plummer

Rick Plummer, CFA, serves as a Portfolio Manager at Systematic Financial Management LP in Bronxville, NY, where he plays a key role in managing client portfolios and maintaining risk controls. He is deeply involved in company-specific fundamental research across selected economic sectors and covers equities that range across the market capitalization spectrum, with a particular focus on small-cap and small/mid-cap value strategies.

With over 30 years of investment industry experience, Rick joined Systematic in 2004 after a decade at Value Line, Inc., where he served as a senior industry analyst and was also the lead editor for daily stock reports. His responsibilities included portfolio management for private wealth clients at Value Line Asset Management, bringing both analytical depth and practical management experience to his current role.

Rick holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and CFA Society New York. He earned his MBA in Finance with Stern Scholar honors from NYU Stern School of Business and received his bachelor's degree in economics and government from Wesleyan University, establishing a strong foundation for his expertise in equity research and value-oriented investment management.