Profiel
Mr. Lester T.
Rich, CFA, is Equity Portfolio Manager at The Swarthmore Group, Inc. He joined The Swarthmore Group in 2015.
He has more than thirty years of experience in the investment industry.
Prior to joining The Swarthmore Group, Mr. Rich was a Managing Director, Portfolio Manager and founding member of StoneRidge Investment Partners, LLC, where he was responsible for the Energy, Industrials and Materials sectors across all market capitalizations.
Prior to StoneRidge, Mr. Rich was a member of the equity investment team with Meridian Investment Company where he performed similar duties.
He currently serves as Chairman of the Pension Advisory Committee for West Whiteland Township and is a member of the Finance Committee at For Pete’s Sake.
Mr. Rich is a High Honors graduate with an M.S.
degree in Investment Management from Pace University and he holds a B.A.
degree in Business Administration from Rutgers College.
He has earned the right to use the Chartered Financial Analyst designation.
Eerdere bekende functies van Lester Todd Rich
| Bedrijven | Functie | Einde |
|---|---|---|
| Meridian Investment Co. | Portefeuillebeheerder-Aandelen | 31-12-1998 |
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Portefeuillebeheerder-Aandelen | - |
| First Fidelity Bancorp, Inc. (California) | Corporate Officer/Principal | - |
StoneRidge Investment Partners LLC
 StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Oprichter | - |
Opleiding van Lester Todd Rich
| Pace University | Graduate Degree |
| Rutgers State University of New Jersey | Undergraduate Degree |
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 |
|---|---|
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Finance |
| Meridian Investment Co. | Finance |
| First Fidelity Bancorp, Inc. (California) | Finance |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
