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Richard Charles Wolfe
Fondateur chez Saddle River Capital Management LLC
Postes actifs de Richard Charles Wolfe
Sociétés | Poste | Début | Fin |
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Saddle River Capital Management LLC
![]() Saddle River Capital Management LLC Investment ManagersFinance Saddle River Capital Management LLC (SRCM) is an independent, SEC-registered investment advisor headquartered in Hillsdale, New Jersey. The firm was founded by Douglas Wolfe and Richard Wolfe in 2004 as Wolfe Financial Planning. SRCM provides portfolio management services to individuals, high net-worth individuals, other advisors, corporate pension and profit-sharing plans, 401(k) plans, charitable institutions, foundations, endowments, and other US and international institutions. | Fondateur | 01/01/2004 | - |
Sales & Marketing | 01/01/2004 | - |
Historique de carrière de Richard Charles Wolfe
Anciens postes connus de Richard Charles Wolfe
Sociétés | Poste | Début | Fin |
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GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Corporate Officer/Principal | 01/01/1999 | 01/01/1999 |
Formation de Richard Charles Wolfe
Case Western Reserve University | Undergraduate Degree |
Fairleigh Dickinson University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Finance |
Saddle River Capital Management LLC
![]() Saddle River Capital Management LLC Investment ManagersFinance Saddle River Capital Management LLC (SRCM) is an independent, SEC-registered investment advisor headquartered in Hillsdale, New Jersey. The firm was founded by Douglas Wolfe and Richard Wolfe in 2004 as Wolfe Financial Planning. SRCM provides portfolio management services to individuals, high net-worth individuals, other advisors, corporate pension and profit-sharing plans, 401(k) plans, charitable institutions, foundations, endowments, and other US and international institutions. | Finance |
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