Historique de carrière de Rich Cheever
Anciens postes connus de Rich Cheever
Sociétés | Poste | Début | Fin |
---|---|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Directeur de la Recherche - Actions | 01/07/2019 | 01/02/2021 |
McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance Founded in 1974, McCullough & Associates LLC is a registered investment advisor located in Mill Valley, California. The firm manages portfolios for high net-worth individuals, pension and profit sharing plans and charitable organizations. | Membre du Comité d'Investissement | - | 01/03/2015 |
Gestionnaire de Portefeuille-Actions | - | 01/03/2015 | |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Gestionnaire de Portefeuille-Actions | - | 31/12/2006 |
Banc One Securities Corp.
Banc One Securities Corp. MiscellaneousMiscellaneous Banc One Securities Corp. is a company that is based in Rensselaer, IN. Banc One Securities Corp. is involved in the offices of holding companies. | Corporate Officer/Principal | - | - |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Analyst-Equity | 01/08/2007 | - |
Formation de Rich Cheever
Purdue University | Undergraduate Degree |
Kelley School of Business | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
Banc One Securities Corp.
Banc One Securities Corp. MiscellaneousMiscellaneous Banc One Securities Corp. is a company that is based in Rensselaer, IN. Banc One Securities Corp. is involved in the offices of holding companies. | Miscellaneous |
McCullough & Associates LLC
McCullough & Associates LLC Investment ManagersFinance Founded in 1974, McCullough & Associates LLC is a registered investment advisor located in Mill Valley, California. The firm manages portfolios for high net-worth individuals, pension and profit sharing plans and charitable organizations. | Finance |
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
- Bourse
- Insiders
- Rich Cheever
- Expérience