Rich Chesterton
Chief Investment Officer bij Inverness Counsel LLC
Profiel
Mr. Richard H.
Chesterton, CFA MBA, is a Chief Investment Officer at Inverness Counsel LLC.
He is also the Chair of the Investment Committee.
In addition to managing portfolios for high net worth clients, he leads our equity and third-party manager selection process.
Prior to joining Inverness in 2007, Mr. Chesterton was a Vice President at U.S.
Trust where he was most recently a portfolio manager working with high net worth clients.
His previous roles were an equity analyst and a member of the open architecture investment team.
He earned a BS from North Carolina State University in 1998 and an MBA from Columbia University in 2003.
Actieve functies van Rich Chesterton
| Bedrijven | Functie | Begin |
|---|---|---|
Inverness Counsel LLC
 Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Chief Investment Officer | 01-01-2015 |
Eerdere bekende functies van Rich Chesterton
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Portefeuillebeheerder-Aandelen | 31-10-2007 |
Opleiding van Rich Chesterton
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| North Carolina State University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Inverness Counsel LLC
Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Finance |
