Patrick Noel Rush
Algemeen Directeur bij Triad Financial Advisors, Inc.
Profiel
Mr. Patrick N.
Rush is a Senior Vice President at OneDigital Investment Advisors LLC.
He has over 25 years of experience in wealth management.
Prior to joining OneDigital, he was the Chief Executive Officer and owner of Triad Financial Advisors, which was acquired by OneDigital in 2023.
He holds a degree in Financial Markets & Trading from the Illinois Institute of Technology.
He also earned his MBA with a concentration in Finance from the Stuart School of Business.
He is a Certified Financial Planner, as well as a Chartered Advisor in Philanthropy.
Actieve functies van Patrick Noel Rush
| Bedrijven | Functie | Begin |
|---|---|---|
Triad Financial Advisors, Inc.
 Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Algemeen Directeur | 01-01-2016 |
OneDigital Investment Advisors LLC
 OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Portefeuillebeheerder-Aandelen | 01-08-2023 |
Opleiding van Patrick Noel Rush
| Illinois Institute of Technology | Masters Business Admin |
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 | 2 |
|---|---|
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |
Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Finance |
