Profiel
Mr. Richard K.
Martino is an Advisor & Portfolio Manager at Carnegie Lake Advisors LLC.
He has a deep knowledge of wealth management that spans municipal bonds and equities as well as insurance products such as fixed and variable annuities.
Mr. Martino was previously employed as a Principal by American Express Co. He also served on the board at Highlander Capital Management LLC.
He has a Bachelor of Science in Pharmacy from Long Island University.
Actieve functies van Richard Keith Martino
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Eerdere bekende functies van Richard Keith Martino
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Highlander Capital Management LLC
Highlander Capital Management LLC Investment ManagersFinance HCM seeks to generate superior investment performance while navigating through favorable and less favorable market conditions. The firm employs a value-driven and growth at a reasonable price style of investing and utilizes a disciplined long-term investment process. This disciplined approach refers to a structured and orderly method of analysis, which attempts to minimize the corrosive impact that emotional factors often have on the investment decision-making process. By applying this approach to creating Equity Portfolios for capital appreciation, Balanced Portfolios designed to produce capital appreciation while generating current income, and Fixed Income Portfolios for principal preservation, they construct a portfolio with attractive return potential. | Analyst-Equity | 17-07-2024 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Opleiding van Richard Keith Martino
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 | 3 |
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American Express Co.
American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
Highlander Capital Management LLC
Highlander Capital Management LLC Investment ManagersFinance HCM seeks to generate superior investment performance while navigating through favorable and less favorable market conditions. The firm employs a value-driven and growth at a reasonable price style of investing and utilizes a disciplined long-term investment process. This disciplined approach refers to a structured and orderly method of analysis, which attempts to minimize the corrosive impact that emotional factors often have on the investment decision-making process. By applying this approach to creating Equity Portfolios for capital appreciation, Balanced Portfolios designed to produce capital appreciation while generating current income, and Fixed Income Portfolios for principal preservation, they construct a portfolio with attractive return potential. | Finance |
Long Island University
Long Island University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















