Ralph Jacob Scherer
Portefeuillebeheerder-Aandelen bij Foster & Motley, Inc.
Profiel
Mr. Ralph J.
Scherer, CFA MBA, is a Shareholder & Investment Manager at Foster & Motley, Inc. He is a shareholder and is valued for his analytical acumen and thoughtful opinions.
Mr. Scherer sees great overlap between law and investments, both the best lawyers and the best investors have good judgment and the ability to analyze all sides of an issue.
Mr. Scherer was previously employed as a Chief Investment Officer by Retirement Capital Advisors, Inc. He also worked with equities at the Home Insurance Company and Lieber & Co. (Evergreen Mutual Funds).
Before joining Foster & Motley, he worked with Bartlett & Company in Cincinnati, first as an Equity Analyst and then as the Director of Research.
Mr. Scherer earned a Bachelor’s degree in business administration from Washburn University, a Juris Doctor degree from the University of Michigan and an MBA degree with distinction in Finance from the University of Pennsylvania.
He holds a Chartered Financial Analyst (CFA) designation and a member of Cincinnati CFA Society.
Actieve functies van Ralph Jacob Scherer
| Bedrijven | Functie | Begin |
|---|---|---|
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-06-2000 |
Eerdere bekende functies van Ralph Jacob Scherer
| Bedrijven | Functie | Einde |
|---|---|---|
The Retirement Corporation of America
 The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Corporate Officer/Principal | 31-12-1999 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Analyst-Equity | - |
| Lieber & Co. | Corporate Officer/Principal | - |
| Home Insurance Co. | Corporate Officer/Principal | 31-12-1986 |
Opleiding van Ralph Jacob Scherer
| Washburn University | Undergraduate Degree |
| University of Michigan | Graduate Degree |
| University of Pennsylvania | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
The Retirement Corporation of America
The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Finance |
| Lieber & Co. | Finance |
| Home Insurance Co. | Finance |
