![Richea K. Powell](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
Ms. Richea K.
Powell is President, Chief Executive Officer, Partner & Managing Director at Haven Wealth Group LLC.
She has over 30 years of in-depth experience analyzing and managing investments in both equity and fixed-income disciplines.
Prior to co-founding Haven Wealth Group in 2008, Ms. Powell was previously employed as Regional Investment Manager at Wells Fargo Bank Texas, NA, Senior Vice President at JPMorgan Chase Bank NA, and Vice President at Smith, Graham & Co. Investment Advisors LP.
Ms. Powell received her BA in Mathematics and Finance from Houston Baptist University and her MBA in Finance from the University of Houston.
She is a Chartered Financial Analyst.
Postes actifs de Richea K. Powell
| Sociétés | Poste | Début |
|---|---|---|
Haven Wealth Group LLC
 Haven Wealth Group LLC Investment ManagersFinance HWG uses a values-based approach to craft investment plans with appropriate asset allocations tailored specifically to each client's individual financial needs and aspirations. The firm invests in all asset classes, including equities, fixed income, and real estate. They provide a highly competitive, research-intensive shop and utilize internal research to determine asset allocation and select individual stocks, bonds, and exchange traded funds, in place of mutual funds. | Directeur Général | 07/10/2011 |
Anciens postes connus de Richea K. Powell
| Sociétés | Poste | Fin |
|---|---|---|
Smith, Graham & Co. Investment Advisors LP
 Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis. | Analyst-Equity | - |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Analyst-Equity | - |
Wells Fargo Bank Texas, NA (San Antonio, Texas)
 Wells Fargo Bank Texas, NA (San Antonio, Texas) Major BanksFinance Operates as national chartered commercial bank | Corporate Officer/Principal | - |
Formation de Richea K. Powell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wells Fargo Bank Texas, NA (San Antonio, Texas)
Wells Fargo Bank Texas, NA (San Antonio, Texas) Major BanksFinance Operates as national chartered commercial bank | Finance |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Finance |
Houston Baptist University
 Houston Baptist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haven Wealth Group LLC
Haven Wealth Group LLC Investment ManagersFinance HWG uses a values-based approach to craft investment plans with appropriate asset allocations tailored specifically to each client's individual financial needs and aspirations. The firm invests in all asset classes, including equities, fixed income, and real estate. They provide a highly competitive, research-intensive shop and utilize internal research to determine asset allocation and select individual stocks, bonds, and exchange traded funds, in place of mutual funds. | Finance |
