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Richard J. Turgeon
Directeur en chef des Investissements chez
Wellspring Financial Advisors LLC
Profil
Mr. Richard J.
Turgeon is a Chief Investment Officer & Senior Managing Director at Wellspring Financial Advisors LLC.
He joined the firm in 2014 and has has over 40 years of experience in the investment industry and brings a strong expertise in multiple asset classes.
Prior to Wellspring, Mr. Turgeon was the Director of Equity and Fixed Income Research at Victory Capital Management.
He was also a Portfolio Manager at Duff & Phelps Investment Management Co. and began his career with the audit staff of Ernst & Young.
He earned his Bachelor of Science in Business Administration and Management from the University of Notre Dame, his MBA from the Weatherhead School of Management at Case Western Reserve University, and his Master of Science in Financial Services from The American College of Financial Services.
He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.HE is also an inactive Certified Public Accountant.
Postes actifs de Richard J. Turgeon
| Sociétés | Poste | Début |
|---|---|---|
Wellspring Financial Advisors LLC
 Wellspring Financial Advisors LLC Investment ManagersFinance Wellspring uses a combined passive/active strategy with mutual funds and exchange traded funds (ETFs) being the primary vehicles used for portfolio implementation. Individual outside managers for active management are occasionally retained, primarily for customized portfolios within the fixed income asset class. Most portfolios experience turnover with activity resulting from additions of capital, the need for distributions, or rebalancing among asset classes. The focus is generally long-term in nature with attention paid to portfolio costs and tax efficiency. | Directeur en chef des Investissements | 01/08/2014 |
Anciens postes connus de Richard J. Turgeon
| Sociétés | Poste | Fin |
|---|---|---|
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Directeur de Recherche - Fxd Inc | 01/09/2014 |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Gestionnaire de Portefeuille-Actions | 01/01/1994 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Comptroller/Controller/Auditor | 31/12/1986 |
Formation de Richard J. Turgeon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellspring Financial Advisors LLC
Wellspring Financial Advisors LLC Investment ManagersFinance Wellspring uses a combined passive/active strategy with mutual funds and exchange traded funds (ETFs) being the primary vehicles used for portfolio implementation. Individual outside managers for active management are occasionally retained, primarily for customized portfolios within the fixed income asset class. Most portfolios experience turnover with activity resulting from additions of capital, the need for distributions, or rebalancing among asset classes. The focus is generally long-term in nature with attention paid to portfolio costs and tax efficiency. | Finance |
