Profiel
Richard Wayne Filippone worked as the Principal of Managed Accounts at Cahill Financial Advisors, Inc. from 1998 to 2024.
Prior to that, he was a Financial Analyst & Team Portfolio Manager at The St. Paul Cos., Inc. and a Senior Vice President & Portfolio Manager at Piper Capital Management, Inc. He also held the position of Investment Vice President & Senior Portfolio Manager at Midway National Bank of St. Paul.
Mr. Filippone completed his undergraduate degree at Youngstown State University and earned an MBA from Cleveland State University.
Eerdere bekende functies van Rich Filippone
Bedrijven | Functie | Einde |
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Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Portefeuillebeheerder-Aandelen | 01-03-2024 |
The St. Paul Cos., Inc. | Corporate Officer/Principal | - |
Midway National Bank of St. Paul | Corporate Officer/Principal | - |
Piper Capital Management, Inc. | Corporate Officer/Principal | - |
Opleiding van Rich Filippone
Youngstown State University | Undergraduate Degree |
Cleveland State University | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 4 |
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Cahill Financial Advisors, Inc.
Cahill Financial Advisors, Inc. Investment ManagersFinance Cahill Financial Advisors, Inc. (Cahill) is an independent, fee-only wealth management firm headquartered in Edina, Minnesota. The firm was founded in 1980 as Ohe Financial, Inc. Cahill provides investment management, financial planning, estate planning, and related services for individuals, families and small businesses. | Finance |
Piper Capital Management, Inc. | |
Midway National Bank of St. Paul | Finance |
The St. Paul Cos., Inc. | Finance |