Richard Lee Alt
Algemeen Directeur bij Carnegie Capital Asset Management LLC
Profiel
Mr. Richard L.
Alt is a Principal & Chief Executive Officer at Carnegie Capital Asset Management LLC.
He oversees the investment process of the firm.
In this position, Mr. Alt works with select clients to understand their financial objectives, then customizes and manages an investment portfolio to help them reach their goals.
He has over 25 years of experience in investment management.
Mr. Alt has worked in various firms including Merrill Lynch, Roulston & Company, Hubbard Associates, and Greenleaf Capital Management.
He has served on various non-profit boards such as Ashtabula County Medical Center and St. Paul’s Episcopal Church.
He earned his B.S Finance from The University of Dayton.
Actieve functies van Richard Lee Alt
| Bedrijven | Functie | Begin |
|---|---|---|
Carnegie Capital Asset Management LLC
 Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Algemeen Directeur | 01-07-2009 |
Eerdere bekende functies van Richard Lee Alt
| Bedrijven | Functie | Einde |
|---|---|---|
Greenleaf Capital Management, Inc.
 Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Portefeuillebeheerder-Aandelen | 30-11-2007 |
| Roulston & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Richard Lee Alt
| University of Dayton | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Greenleaf Capital Management, Inc.
Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Finance |
Carnegie Capital Asset Management LLC
Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Finance |
| Roulston & Co., Inc. | Finance |
