Profil
Richard Ifft Learch is currently the Managing Partner & Chief Compliance Officer at GPWM LLC.
Prior to this, he worked as a Principal at Citigroup Global Markets, Inc. from 2002 to 2009 and as a Principal at Morgan Stanley Smith Barney LLC from 2009 to 2012.
Postes actifs de Richard Learch
| Sociétés | Poste | Début |
|---|---|---|
GPWM LLC
 GPWM LLC Investment ManagersFinance GPWM LLC is an independent SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2012 and is principally owned by Richard I. Lerach. GPWM provides financial planning, consulting, and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Directeur Général | - |
Anciens postes connus de Richard Learch
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 01/01/2012 |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Corporate Officer/Principal | 01/06/2009 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
GPWM LLC
GPWM LLC Investment ManagersFinance GPWM LLC is an independent SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2012 and is principally owned by Richard I. Lerach. GPWM provides financial planning, consulting, and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |