Chris Rich (Managing Director - Executive Benefits)

Biography

Chris W. Rich joined EBS in 2021 as Managing Director for our Boston office. Chris focuses on the design, funding, implementation, and administration of select executive retirement, retention and performance-incentive plans. He develops these plans to attract, retain and reward key talent.

Chris is also responsible for the analysis and review of existing executive benefit plans, performance and restricted equity compensation plans, as well as education for producers outside the executive benefits space.

Prior to joining the financial services industry, Chris built a successful career in the automotive sector, managing dealerships for auto groups owned by both public and private corporations. Chris earned his Bachelor of Science degree in Economics from Boston College and resides in Providence, RI with Meghan, his wife. They enjoy New England outdoors, cycling, skiing, and travel.

Executive Benefit Solutions

Capitas’ Executive Benefit Solutions (EBS) practice specializes in the design, implementation, and administration of executive benefit plans. The consultants and technical specialists analyze and create plans and financing solutions to meet the needs of both public and privately held companies as well as non-profit organizations. Benefit programs are strategically crafted to align with overall compensation philosophies and financial objectives. The team includes professionals with expertise in the areas of tax, accounting, law, actuarial science, and finance. The EBS practice is a leader in the design and administration of executive benefit programs, as well as the financing arrangements associated with these plans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.