Ed Rick
Gestionnaire de Portefeuille-Actions chez Carillon Tower Advisers, Inc.
Profil
Mr. Edward Rick is a Head of Investment Insights & Development at Carillon Tower Advisers, Inc. His primary responsibilities include working with our portfolio-management teams to provide resources designed to help optimize their investment processes for our broad clientele.
This will include the development of our investment risk capabilities; the addition and development of key talent; and the introduction of additional, necessary services and technology.
He has 28 years of investment industry experience.
Prior to joining Eagle, he was a senior analyst/portfolio manager with Wells Capital Management and also served as a director of investments for a small RIA.
He earned a B.A.
from the University of Richmond and is a CFA charterholder.
Postes actifs de Ed Rick
Sociétés | Poste | Début |
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Carillon Tower Advisers, Inc.
Carillon Tower Advisers, Inc. Investment ManagersFinance Carillon Tower Advisers, Inc. (CTA) is a SEC-registered investment adviser headquartered in St. Petersburg, Florida. The firm was founded in 2015 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). CTA provides investment advisory services to a group of non-registered investment companies called the Carillon Tower Series Hedge Fund LLC and the Carillon Family of Mutual Funds. | Gestionnaire de Portefeuille-Actions | 01/06/2016 |
Anciens postes connus de Ed Rick
Sociétés | Poste | Fin |
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Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Gestionnaire de Portefeuille-Actions | 30/06/2010 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Gestionnaire de Portefeuille-Actions | - |
Formation de Ed Rick
University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Carillon Tower Advisers, Inc.
Carillon Tower Advisers, Inc. Investment ManagersFinance Carillon Tower Advisers, Inc. (CTA) is a SEC-registered investment adviser headquartered in St. Petersburg, Florida. The firm was founded in 2015 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). CTA provides investment advisory services to a group of non-registered investment companies called the Carillon Tower Series Hedge Fund LLC and the Carillon Family of Mutual Funds. | Finance |