Profil
Herbert Faulkner Reilly is the founder of two companies.
In 1995, he founded Mr. Reilly III (Investment Management) and HFR Wealth Management LLC, where he holds the title of Chief Compliance Officer and President & Chief Compliance Officer, respectively.
In his former jobs, he worked as a Principal at PaineWebber, Inc. and as a Portfolio Manager at Kidder, Peabody & Co., Inc. from 1992 to 1995.
Postes actifs de Herbert Faulkner Reilly
| Sociétés | Poste | Début |
|---|---|---|
HFR Wealth Management LLC
 HFR Wealth Management LLC Investment ManagersFinance HFR Wealth Management LLC (HFR) is an independent registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert F. Reilly III in 1995. HFR provides discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions, and retirement accounts. | Directeur Général | 01/01/1995 |
Anciens postes connus de Herbert Faulkner Reilly
| Sociétés | Poste | Fin |
|---|---|---|
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 01/01/1995 |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Herbert Faulkner Reilly III (Investment Management)
 Herbert Faulkner Reilly III (Investment Management) Investment ManagersFinance Herbert Faulkner Reilly III, doing business as HFR Investment Advisory Services (HFR), is a SEC-registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert (Bret) F. Reilly III in 1995. They are a subsidiary of HFR Wealth Management LLC. HFR provides fee-only discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions and retirement accounts. | Directeur Général | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
| PaineWebber, Inc. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Herbert Faulkner Reilly III (Investment Management)
Herbert Faulkner Reilly III (Investment Management) Investment ManagersFinance Herbert Faulkner Reilly III, doing business as HFR Investment Advisory Services (HFR), is a SEC-registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert (Bret) F. Reilly III in 1995. They are a subsidiary of HFR Wealth Management LLC. HFR provides fee-only discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions and retirement accounts. | Finance |
HFR Wealth Management LLC
HFR Wealth Management LLC Investment ManagersFinance HFR Wealth Management LLC (HFR) is an independent registered investment advisor headquartered in Niskayuna, New York. The firm was founded by Herbert F. Reilly III in 1995. HFR provides discretionary money management service for individuals, trusts, corporations, charitable organizations, pensions, and retirement accounts. | Finance |