Rich Hagner
Gestionnaire de Portefeuille-Actions chez Inverness Counsel LLC
Profil
Mr. Richard W.
Hagner is Vice President at Inverness Counsel LLC.
He manages portfolios for high net worth clients, family trusts, and foundations.
Prior to joining Inverness in 2005, Mr. Hagner worked as a Financial Advisor at Smith Barney.
He also worked at Kidder, Peabody & Co., Inc. and Irving Trust Co.
He received his BA degree from Franklin & Marshall College in 1976 and an MBA from Pace University in 1980.
Postes actifs de Rich Hagner
Sociétés | Poste | Début |
---|---|---|
Inverness Counsel LLC
Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Anciens postes connus de Rich Hagner
Sociétés | Poste | Fin |
---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
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 | 31/12/1983 |
Irving Trust Co. | Corporate Officer/Principal | - |
Formation de Rich Hagner
Pace University | Masters Business Admin |
Franklin & Marshall College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 4 |
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Inverness Counsel LLC
Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Finance |
Smith Barney & Co., 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 |
Irving Trust Co. | Miscellaneous |