Historique de carrière de Richard Baird
Anciens postes connus de Richard Baird
Sociétés | Poste | Début | Fin |
---|---|---|---|
Yellowstone Partners LLC
Yellowstone Partners LLC Investment ManagersFinance Founded in 2005, Yellowstone Partners is a wealth management firm and registered investment advisor headquartered in Idaho Falls, Idaho. The firm provides investment management services to individuals, banking and thrift institutions, investment companies including mutual funds, pension and profit sharing plans and charitable organizations. | Directeur en chef des Investissements | 01/01/2009 | 01/04/2017 |
Gestionnaire de Portefeuille-Actions | 01/01/2009 | 01/04/2017 | |
Portfolio Manager-Fixed Income | 01/01/2009 | 01/04/2017 | |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Gestionnaire de Portefeuille-Actions | 29/06/2012 | 30/07/2015 |
Manifold Fund Advisors LLC
Manifold Fund Advisors LLC Investment ManagersFinance Manifold Fund Advisors LLC (MFA) is the asset management subsidiary of Foliometrix Funding LLC, which is owned by Lal Holdings LLC. The firm was founded in 2015 as RiskX Investments LLC. Headquartered in New York City, MFA provides investment advice to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 31/07/2015 | - |
Zions Trust, NA
Zions Trust, NA Major BanksFinance Zions Trust, NA is a nationally chartered commercial bank. The company is based in Salt Lake City, UT. | Corporate Officer/Principal | - | - |
Seafirst Bank | Corporate Officer/Principal | 01/04/1996 | 01/04/1996 |
ZB, NA (Investment Management)
ZB, NA (Investment Management) Major BanksFinance ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities. | Head-Fixed Income Invts | 29/11/2001 | 29/07/2005 |
Portfolio Manager-Fixed Income | 29/11/2001 | 29/07/2005 |
Formation de Richard Baird
The University of Colorado | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Portfolio Manager-Fixed Income | 2 |
Corporate Officer/Principal | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
---|---|
ZB, NA (Investment Management)
ZB, NA (Investment Management) Major BanksFinance ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities. | Finance |
Yellowstone Partners LLC
Yellowstone Partners LLC Investment ManagersFinance Founded in 2005, Yellowstone Partners is a wealth management firm and registered investment advisor headquartered in Idaho Falls, Idaho. The firm provides investment management services to individuals, banking and thrift institutions, investment companies including mutual funds, pension and profit sharing plans and charitable organizations. | Finance |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Finance |
Seafirst Bank | |
Zions Trust, NA
Zions Trust, NA Major BanksFinance Zions Trust, NA is a nationally chartered commercial bank. The company is based in Salt Lake City, UT. | Finance |
Manifold Fund Advisors LLC
Manifold Fund Advisors LLC Investment ManagersFinance Manifold Fund Advisors LLC (MFA) is the asset management subsidiary of Foliometrix Funding LLC, which is owned by Lal Holdings LLC. The firm was founded in 2015 as RiskX Investments LLC. Headquartered in New York City, MFA provides investment advice to individual and institutional clients. | Finance |
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