Richard Alfred Sipley

Directeur Général chez

Nutter Investment Advisors LP

Finance

Consumer Services

Profil

Mr. Richard A. Sipley is a President at Nutter Investment Advisors LP.
He joined the firm in 2019.
He has management responsibilities for Nutter Investment Advisors and works directly with clients on the management of their wealth.
These duties include equity research, portfolio management and asset allocation.
Prior to joining Nutter Investment Advisors, Mr. Sipley was Chief Investment Officer at Wellesley Investment Partners, where he advised high-net-worth families and foundations.
Prior to that, he was a Senior Vice President and Portfolio Manager at Boston Private Bank, where he oversaw the Dividend Growth Equity team and served as a member of the Asset Allocation Committee.
Mr. Sipley earned his Bachelor of Arts degree from Miami University and a Master of Business Administration from Kellogg School of Management at Northwestern University.
He is a Chartered Financial Analyst, a Certified Financial Planner®, and is a member of CFA Society Boston.

Postes actifs de Richard Alfred Sipley

Sociétés	Poste	Début
Nutter Investment Advisors LP Nutter Investment Advisors LP Investment ManagersFinance NIA primarily uses debt and equity securities to tailor an investment strategy that meets each client's specific needs and goals. The firm's investment strategies typically implement broad diversification across economic sectors to mitigate dramatic price swings in specific industry segments of the market. They expect to hold securities for several years but will sell when circumstances change, or they realize their investment thesis was wrong. As a result, their portfolios tend to be fairly tax efficient.	Directeur Général	-

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Anciens postes connus de Richard Alfred Sipley

Sociétés	Poste	Fin
Wellesley Investment Partners LLC Wellesley Investment Partners LLC Investment ManagersFinance Provides investment advice	Directeur en chef des Investissements	08/02/2019
Boston Private Bank & Trust Co. Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services	Analyst-Equity	01/01/2014
E*TRADE FINANCIAL, LLC	Corporate Officer/Principal	-

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Sociétés liées

Entreprise privées	6
ETRADE Financial Corp. ETRADE Financial Corp. Investment Banks/BrokersFinance Provides online stock brokerage and investing services	Finance
Boston Private Bank & Trust Co. Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services	Finance
Nutter Investment Advisors LP Nutter Investment Advisors LP Investment ManagersFinance NIA primarily uses debt and equity securities to tailor an investment strategy that meets each client's specific needs and goals. The firm's investment strategies typically implement broad diversification across economic sectors to mitigate dramatic price swings in specific industry segments of the market. They expect to hold securities for several years but will sell when circumstances change, or they realize their investment thesis was wrong. As a result, their portfolios tend to be fairly tax efficient.	Finance
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wellesley Investment Partners LLC Wellesley Investment Partners LLC Investment ManagersFinance Provides investment advice	Finance
Kellogg School of Management Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services