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Actieve functies van Richard Alan Ward
Bedrijven | Functie | Begin | Einde |
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Curated Wealth Partners LLC
![]() Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families. | Chief Investment Officer | 01-08-2018 | - |
Oprichter | 01-08-2018 | - |
Loopbaan van Richard Alan Ward
Eerdere bekende functies van Richard Alan Ward
Bedrijven | Functie | Begin | Einde |
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Robert L. Bender, Inc.
![]() Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Analyst-Equity | 01-01-2002 | 31-12-2007 |
Portefeuillebeheerder-Aandelen | 01-01-2002 | 31-12-2007 | |
Roxbury Capital Management LLC
![]() Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | 01-01-1999 | 31-12-2001 |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - | - |
Opleiding van Richard Alan Ward
Colgate University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Robert L. Bender, Inc.
![]() Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Finance |
Roxbury Capital Management LLC
![]() Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Curated Wealth Partners LLC
![]() Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families. | Finance |
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