Profiel
Herbert Faulkner Reilly is the founder of two companies.
In 1995, he founded Mr. Reilly III (Investment Management) and HFR Wealth Management LLC, where he holds the title of Chief Compliance Officer and President & Chief Compliance Officer, respectively.
In his former jobs, he worked as a Principal at PaineWebber, Inc. and as a Portfolio Manager at Kidder, Peabody & Co., Inc. from 1992 to 1995.
Actieve functies van Herbert Faulkner Reilly
| Bedrijven | Functie | Begin |
|---|---|---|
HFR Wealth Management LLC
 HFR Wealth Management LLC Investment ManagersFinance HFR Wealth Management LLC (HFR) is an independent registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert F. Reilly III in 1995. HFR provides discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions, and retirement accounts. | Algemeen Directeur | 01-01-1995 |
Eerdere bekende functies van Herbert Faulkner Reilly
| Bedrijven | Functie | Einde |
|---|---|---|
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 01-01-1995 |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Herbert Faulkner Reilly III (Investment Management)
 Herbert Faulkner Reilly III (Investment Management) Investment ManagersFinance Herbert Faulkner Reilly III, doing business as HFR Investment Advisory Services (HFR), is a SEC-registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert (Bret) F. Reilly III in 1995. They are a subsidiary of HFR Wealth Management LLC. HFR provides fee-only discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions and retirement accounts. | Algemeen Directeur | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
| PaineWebber, Inc. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Herbert Faulkner Reilly III (Investment Management)
Herbert Faulkner Reilly III (Investment Management) Investment ManagersFinance Herbert Faulkner Reilly III, doing business as HFR Investment Advisory Services (HFR), is a SEC-registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert (Bret) F. Reilly III in 1995. They are a subsidiary of HFR Wealth Management LLC. HFR provides fee-only discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions and retirement accounts. | Finance |
HFR Wealth Management LLC
HFR Wealth Management LLC Investment ManagersFinance HFR Wealth Management LLC (HFR) is an independent registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert F. Reilly III in 1995. HFR provides discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions, and retirement accounts. | Finance |
