Profiel
Richard C.
O'Donnell worked as the Director of Financial Planning at Capital Directions LLC from 2022 to 2023.
He completed his undergraduate degree from DePauw University in 2006.
Eerdere bekende functies van Richard O'Donnell
| Bedrijven | Functie | Einde |
|---|---|---|
Capital Directions LLC
 Capital Directions LLC Investment ManagersFinance Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Opleiding van Richard O'Donnell
| DePauw University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Capital Directions LLC
Capital Directions LLC Investment ManagersFinance Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
