Profiel
Mr. Richard A.
Carriuolo is Vice President & Portfolio Manager at R.
M.
Davis, Inc. He is also a Director of Wealth Management Services of the firm.
He heads the firm's Wealth Management Services team and assists portfolio managers with client questions on topics such as Medicare, Social Security planning, college savings plans, reverse mortgages, and long term care insurance.
He also manages client portfolios.
He is a member of the Executive Committee and the Trust Oversight Committee.
He prepares quarterly newsletters for the firm's clients on various financial planning topics of interest, is a regular participant and leader in the firm's semi-annual third party gatherings, and is a frequent lecturer to professional groups on wealth management topics.
He joined the firm in May 1994.
Mr. Carriuolo was previously employed as Attorney by Drummond Woodsum & MacMahon PA.
He received his undergraduate degree from the College of the Holy Cross (Massachusetts) and a graduate degree from Harvard University.
He is an attorney and Certified Financial Planner.
Eerdere bekende functies van Rich Carriuolo
| Bedrijven | Functie | Einde |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Portefeuillebeheerder-Aandelen | 02-01-2019 |
Drummond Woodsum & MacMahon PA
 Drummond Woodsum & MacMahon PA Miscellaneous Commercial ServicesCommercial Services Drummond Woodsum & MacMahon PA provides legal services. The private company is based in Portland, ME. | Corporate Officer/Principal | 31-12-1993 |
Opleiding van Rich Carriuolo
| Harvard University | Graduate Degree |
| College of the Holy Cross (Massachusetts) | 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 | 2 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Drummond Woodsum & MacMahon PA
Drummond Woodsum & MacMahon PA Miscellaneous Commercial ServicesCommercial Services Drummond Woodsum & MacMahon PA provides legal services. The private company is based in Portland, ME. | Commercial Services |
