Profil
Mr. Richard C.
Habermann, Jr., is a Portfolio Manager at D.
L.
Carlson Investment Group, Inc. (DLC) He joined the firm in late 2012.
For over 20 years, he shared his research ideas with the DLC portfolios managers from his positions in institutional brokerage.
He manages the technology, consumer discretionary, communication services and energy sectors while keeping the entire All-Cap Equity portfolio in sync with the markets, key trends and themes.
He has over 25 years investment experience.
Mr. Habermann initially being introduced to the firm at Fidelity Capital Markets in 1991.
He earned a B.A. in History from St. Lawrence University.
Postes actifs de Richard Carl Habermann
| Sociétés | Poste | Début |
|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de Richard Carl Habermann
| Sociétés | Poste | Fin |
|---|---|---|
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2008 |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Corporate Officer/Principal | 01/09/2004 |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2002 |
Formation de Richard Carl Habermann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Finance |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Finance |
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Finance |
St. Lawrence University
St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















