Profil
Mr. Richards received his B.A.
in Economics from Coe College and his M.B.A.
from the University of Iowa.
Prior to joining Windsor, he was Managing Director and Supervising Equity Manager for Investors Management Group.
Mr. Richards also served as Managing Director and Equity Strategist for SCI Capital Management.
He is a member of the Association for Investment Management and Research and the Iowa Society of Financial Analysts.
Anciens postes connus de James T. Richards
| Sociétés | Poste | Fin |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Gestionnaire de Portefeuille-Actions | 01/06/2007 |
| SCI Capital Management, Inc. | Gestionnaire de Portefeuille-Actions | 31/07/2004 |
AMCORE Investment Group N.A.
 AMCORE Investment Group N.A. Investment ManagersFinance AMCORE Investment Group NA is a wholly-owned subsidiary of AMCORE Financial, Inc. ((NASDAQ: AMFI), the holding company for AMCORE Bank. The firm is headquartered in Rockford, Illinois. AMCORE Investment Group provides investment management services to individuals and institutions and also manages the Vintage family of mutual funds | Corporate Officer/Principal | - |
Formation de James T. Richards
| Coe College | Undergraduate Degree |
| University of Iowa | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
| SCI Capital Management, Inc. | Finance |
AMCORE Investment Group N.A.
AMCORE Investment Group N.A. Investment ManagersFinance AMCORE Investment Group NA is a wholly-owned subsidiary of AMCORE Financial, Inc. ((NASDAQ: AMFI), the holding company for AMCORE Bank. The firm is headquartered in Rockford, Illinois. AMCORE Investment Group provides investment management services to individuals and institutions and also manages the Vintage family of mutual funds | Finance |
