![Richard Paul Halverson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Richard P.
Halverson is a Principal at Great Northern Asset Management, Inc. Before joining Great Northern Capital Mr. Halverson was president of the specialty investment advisory firm of C.H.
Brown Company, Inc., from 1986 to 1994.
While at Brown he developed several highly sophisticated computer investment systems.
These include a return enhanced model for core cash, a high growth model for S&P 500 stocks, and a market neutral equity model.
From 1977 to 1986 he was with First Trust Company Inc. (and its predecessor First Trust Company of St. Paul).
During that period he held a number of increasingly responsible executive positions including Senior Vice President and Group Head of Institutional Trust Services with responsibility for $6.9 billion of institutional trust assets; Executive Vice President and Chief Investment Officer with fiduciary and investment responsibility for assets in excess of $5.2 billion.
From 1968 to 1977 he was with Waddell & Reed, Inc., manager of the United Mutual Fund, with assets in excess of $2.2 billion.
He served as Vice President, Portfolio Manager of two funds, and member of the Investment Committee.
Mr. Halverson received a Master of Business Administration degree from Harvard University with a concentration in finance.
He graduated with Distinction and was named a Baker Scholar.
He received his Bachelor of Science degree in Banking and Finance from the University of Utah, where he graduated Magna Cum Laude.
Mr. Halverson holds the respected Chartered Financial Analyst designation.
In 1994 he received the Daniel J.
Forrestal III Leadership Award given by the CFA Institute.
Anciens postes connus de Richard Paul Halverson
| Sociétés | Poste | Fin |
|---|---|---|
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently. | Membre du Comité d'Investissement | 31/12/1976 |
Great Northern Asset Management, Inc.
 Great Northern Asset Management, Inc. Investment ManagersFinance Lyons Investment Management manages accounts utilizing a variety of model strategies that are divided into two primary groups: Fundamental Strategies and Quantitative Strategies. Each model strategy utilizes a specific security selection process designed to achieve the goals of that particular strategy, which vary in risk and expected return. | Analyst-Fixed Income | 28/04/2009 |
Formation de Richard Paul Halverson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Great Northern Asset Management, Inc.
Great Northern Asset Management, Inc. Investment ManagersFinance Lyons Investment Management manages accounts utilizing a variety of model strategies that are divided into two primary groups: Fundamental Strategies and Quantitative Strategies. Each model strategy utilizes a specific security selection process designed to achieve the goals of that particular strategy, which vary in risk and expected return. | Finance |
University of Utah
 University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
