Craig Crofton Frieders
Gestionnaire de Portefeuille-Actions chez RB Capital Management LLC
Profil
Mr. Craig C.
Frieders is Senior Investment Advisor at RB Capital Management LLC.
He joined the firm in June 2005.
Mr. Frieders entered the investment advisory business in 1995 as an account executive for Oppenheimer & Co., Inc. in San Francisco.
Throughout his career, he has managed the financial affairs of wealthy individuals and families in the San Francisco Bay Area and New England.
His expertise is in retirement planning, corporate and executive services, investment analysis, insurance and real estate.
Mr. Frieders received his Bachelor of Science in Economics from the University of San Francisco and professional designations from the Wharton School of Business and the University of Pittsburgh.
He holds to highly recognized designations which are CIMA and AIF.
Postes actifs de Craig Crofton Frieders
Sociétés | Poste | Début |
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RB Capital Management LLC
RB Capital Management LLC Investment ManagersFinance RB Capital Management LLC is a registered independent wealth management firm headquartered in Reno, Nevada with additional offices in California and Connecticut. It was founded by Robert W. Ballan in 2000. The firm manages portfolios for high net-worth individuals, corporations, foundations, retirement plans and trusts. | Gestionnaire de Portefeuille-Actions | 01/06/2005 |
Anciens postes connus de Craig Crofton Frieders
Sociétés | Poste | Fin |
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Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Corporate Officer/Principal | - |
ICG Financial Services, Inc.
ICG Financial Services, Inc. Investment ManagersFinance ICG Financial Services, Inc. provides financial services. The company is headquartered in Vancouver, Canada. | Corporate Officer/Principal | - |
Formation de Craig Crofton Frieders
University of San Francisco | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 3 |
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RB Capital Management LLC
RB Capital Management LLC Investment ManagersFinance RB Capital Management LLC is a registered independent wealth management firm headquartered in Reno, Nevada with additional offices in California and Connecticut. It was founded by Robert W. Ballan in 2000. The firm manages portfolios for high net-worth individuals, corporations, foundations, retirement plans and trusts. | Finance |
ICG Financial Services, Inc.
ICG Financial Services, Inc. Investment ManagersFinance ICG Financial Services, Inc. provides financial services. The company is headquartered in Vancouver, Canada. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |