Richard William Weeks
Gestionnaire de Portefeuille-Actions chez HighTower Advisors LLC
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 20 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 Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Gestionnaire de Portefeuille-Actions | 01/07/2011 |
Anciens postes connus de Richard William Weeks
| Sociétés | Poste | Fin |
|---|---|---|
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formation de Richard William Weeks
| Carnegie Mellon University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Legg Mason & Co. LLC (New York) |
