Advisors at this firm
Eric S
Series 63, Series 65
Hunt Valley, MD
Tufton Capital Management, LLC
Eric Schopf is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at Tufton Capital Management before joining Mercer in 2025. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management where appropriate.
Barbara R
Series 63, Series 65
Hunt Valley, MD
Tufton Capital Management, LLC
Barbara Rishel is a financial advisor with Tufton Capital Management, LLC and holds Series 63 and Series 65 designations. She has 24 years of industry experience, including a recent transition to Mercer Global Advisors Inc. in 2025 following its acquisition of Tufton Capital Management. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on proprietary fundamental research, constructing portfolios across money market instruments, fixed income, and equities with low turnover.
Charles M
CFA®, Series 63
Hunt Valley, MD
Tufton Capital Management, LLC
Charles Meyer is a CFA® charterholder with 12 years of industry experience. He is currently with Mercer Global Advisors Inc., having joined after the acquisition of Tufton Capital Management, where he worked for nine years. Tufton Capital Management is a fee-only, discretionary investment adviser managing approximately $810 million in assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies, constructing portfolios across money market instruments, fixed income, and equities with low turnover.
Ricky R
CFA®
Hunt Valley, MD
Tufton Capital Management, LLC
Ricky Rubin is a CFA® charterholder with 10 years of industry experience. He has worked at Tufton Capital Management from 2016 to 2025 and has been with Mercer Global Advisors Inc. since 2025. Tufton Capital Management is a fee-only, discretionary investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on large U.S. companies and constructs portfolios across money market instruments, fixed income, and equities with low turnover.
