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Profil
Richard Allen Cheever worked as a Director of Investment Research at MAK Financial Services LLC from 2019 to 2021.
Prior to that, he was a Portfolio Manager at McCullough & Associates LLC and Relevant Wealth Advisors LLC.
He also worked as a Research Associate at Truist Securities, Inc. from 2007 to 2012 and as a Principal at Banc One Securities Corp.
Mr. Cheever received his undergraduate degree from Purdue University in 1988 and his MBA from Kelley School of Business in 1999.
Anciens postes connus de Rich Cheever
| Sociétés | Poste | Fin |
|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Directeur de la Recherche - Actions | 01/02/2021 |
McCullough & Associates LLC
 McCullough & Associates LLC Investment ManagersFinance McCullough & Associates (MA) is an equity manager that employs a value investment approach that focuses on investments in mid- to large-cap stocks and also incorporates investments in some fixed-income assets. The firm's value investment strategy is based on the premise of rational expectations, which indicate that stock prices generally reflect all news available to the public. However, MA also believes there are often situations where stock prices do not reflect all the news available to the public. In those cases, stock prices move away from their intrinsic value. The firm purchases stocks when there are deviations in a stock's price from the fair or intrinsic value due to market forces, news events, earnings surprises and other factors. They typically buy undervalued stocks to provide some downside protection and additional returns if stocks return to their intrinsic value levels. MA seeks to determine the underlying business value of the equity of a company. If they find that the market value is below their intrinsic value estimate, they will then purchase the stock with the intention to hold the stock so long as the market fairly values the stock. MA evaluates potential investment candidates based on quantitative measures including p/e ratio, price-to-sales ratio, dividend yield and p/e to growth rate. They select stocks that meet their fundamental investment criteria. This evaluation includes an assessment of the future growth potential of the company and the stock price. Important considerations in the decision making process include an understanding of the reason for the undervaluation of the equity and an evaluation of any future catalysts that would have the potential to affect the valuation of the equity. MA also examines intangible factors such as the strength of the management team and the level of insider ownership of a company's equity. Emphasis is placed on the shareholder orientation of the management team. | Membre du Comité d'Investissement | 01/03/2015 |
Relevant Wealth Advisors LLC
 Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth develops a personalized investment policy for each client and creates and manages a portfolio based on that policy. Their advice is based on long-term investment strategies that incorporate modern portfolio theory. The firm’s investment approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. | Gestionnaire de Portefeuille-Actions | 31/12/2006 |
Banc One Securities Corp.
 Banc One Securities Corp. MiscellaneousMiscellaneous Offices Of Holding Companies | Corporate Officer/Principal | - |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Rich Cheever
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance McCullough & Associates (MA) is an equity manager that employs a value investment approach that focuses on investments in mid- to large-cap stocks and also incorporates investments in some fixed-income assets. The firm's value investment strategy is based on the premise of rational expectations, which indicate that stock prices generally reflect all news available to the public. However, MA also believes there are often situations where stock prices do not reflect all the news available to the public. In those cases, stock prices move away from their intrinsic value. The firm purchases stocks when there are deviations in a stock's price from the fair or intrinsic value due to market forces, news events, earnings surprises and other factors. They typically buy undervalued stocks to provide some downside protection and additional returns if stocks return to their intrinsic value levels. MA seeks to determine the underlying business value of the equity of a company. If they find that the market value is below their intrinsic value estimate, they will then purchase the stock with the intention to hold the stock so long as the market fairly values the stock. MA evaluates potential investment candidates based on quantitative measures including p/e ratio, price-to-sales ratio, dividend yield and p/e to growth rate. They select stocks that meet their fundamental investment criteria. This evaluation includes an assessment of the future growth potential of the company and the stock price. Important considerations in the decision making process include an understanding of the reason for the undervaluation of the equity and an evaluation of any future catalysts that would have the potential to affect the valuation of the equity. MA also examines intangible factors such as the strength of the management team and the level of insider ownership of a company's equity. Emphasis is placed on the shareholder orientation of the management team. | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Banc One Securities Corp.
Banc One Securities Corp. MiscellaneousMiscellaneous Offices Of Holding Companies | Miscellaneous |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth develops a personalized investment policy for each client and creates and manages a portfolio based on that policy. Their advice is based on long-term investment strategies that incorporate modern portfolio theory. The firm’s investment approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. | Finance |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Finance |
Kelley School of Business
 Kelley School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
