Niche Financial Services
Niche Financial Services and its affiliated companies including Ethos Financial Group develop solutions for both business owners and individuals.
Biography of Founder
Richard Eglington entered the industry Employed by a large global investment and insurance company, he advised clients in personal insurance matters as well as fixed investments and securities.
Mr. Eglington’s educational background includes the Life Underwriting Training Council Fellow (LUTCF) designation. A Pennsylvania State University undergraduate, in 1998 he completed the Masters of Science in Financial Services (MSFS) degree from the American College in Bryn Mawr, Pennsylvania. He is also Certified Plan Fiduciary Advisor through the National Association of Plan Advisors.
In 1993 he affiliated with a center city Philadelphia Employee Benefits Firm. The organization developed employee benefit packages for small businesses. The firm operated as a third party administrator for Retirement Plans such as Pensions and 401(k) plans. The company also engaged in a substantial amount of personal retirement consulting which included estate and income planning, as well as investment work for individuals who were retired or planning for retirement.
In 1998 Rick founded Niche Financial Services. As a Registered Representative, Investment Advisor, and Insurance Consultant, he provides financial services to a diverse clientele.
James Judge, CFA, MBA – Partner , President: Jim is a member of Ethos’ management committee and is responsible for the broad development of adviser service, practice management and recruiting. Previously, Jim oversaw a $2 billion RIA in the Philadelphia suburbs. Jim leverages his 20 years of portfolio management experience in helping our adviser partners construct, implement and manage client financial plans and investment allocations. Jim has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Boston College undergrad, Wharton MBA. Jim lives in Philadelphia’s suburbs with his wife, Julie, his three daughters and his son. If you see Jim outside of work, it’s most likely at church, or a youth sports outing for his children.
Robert J. Bagonis, Jr. – Partner: Ethos Financial Group partner and co-founded Tritium Private Wealth Strategies, LLC in 2014 specializing in quantitative analysis and financial modelling for families and private businesses. Robert’s core focus involves engineering financial solutions for estate, business succession/exit, investment, and insurance needs. Robert has presented nationwide to financial advisors, banks, insurance companies, NAIFA and other institutions sharing knowledge of current topics and techniques for financial security in an ever-changing economic environment and industry. Prior to Tritium, Robert managed the Wealth Advisory Group at New England Financial’s leading firm, overseeing the implementation of planning strategies for hundreds of families and private business owners. Robert holds licenses and certifications for investments and insurance and received a Bachelor of Science in Business from Pennsylvania State University.
Daniel Guy, CAIA, CFA – Managing Partner: Dan is a member of Ethos’ management committee and is responsible for the implementation and management of the Ethos Adviser Platform for it’s adviser clients. Dan leverages his prior COO role to deliver the highest value to adviser partners, mostly by way of enhancing the operational service offering to the end clients. Dan has 10 years of industry experience, where he served as an analyst for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Thereafter, Dan went on to partner and build a billion-dollar RIA before launching Ethos. University of Delaware undergrad. Dan lives in Philadelphia with his wife, Amanda. When not hard at work, Dan can be found hiking, travelling or golfing.
Quentin Sturm, JD, CPA – Director of Estate Planning: Quentin is a J.D., C.P.A. and a Managing Member at Tritium who specializes in business succession and wealth planning. He is formerly a National Director of the estate planning practice of Coopers & Lybrand in Philadelphia and also has extensive experience in the investment banking field where he has structured financial transactions and developed business succession strategies for middle market companies. Quentin is a graduate of the University of Notre Dame and Villanova University School of Law. He is a frequent speaker at national and regional forums and has authored numerous articles and books.
