Profil
Mr. Richard W.
Weeks, IV, is a Portfolio Manager, Managing Director & Partner at HighTower Advisors LLC.
Mr. Weeks is the VWG Wealth Management’s chief investment officer with over 28 years of industry experience, he creates and oversees custom investment solutions, paying close attention to our client’s specific financial planning requirements, income needs and risk tolerance.
He is responsible for overall risk management and due-diligence on outside money managers.
He directly manages equities through VWG’s proprietary ETF portfolios, and bonds in taxable and tax-free income portfolios.
Mr. Weeks was employed as a Financial Advisor by Legg Mason & Co. LLC (New York) and by Morgan Stanley & Co. LLC.
He has been recognized in 2005-2007 on the Winner’s Circle Top 50 Advisors in Virginia Business Magazine’s Wealth Advisor List.
Mr. Weeks graduated cum laude with his Bachelor of Science degree in Administration and Management Science from Carnegie-Mellon University.
He has held the Certified Financial Planner designation since 2002.
He is an Accredited Investment Fiduciary designee.
Postes actifs de Richard William Weeks
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/07/2011 |
Anciens postes connus de Richard William Weeks
| Sociétés | Poste | Fin |
|---|---|---|
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Richard William Weeks
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
















