Rick Cloutier
Directeur/Membre du Conseil chez The Boston Security Analysts Society, Inc.
Profil
Mr. Richard K.
Cloutier is Vice President & Chief Investment Strategist at Washington Trust Bank (Spokane, Washington).
He is on the Board of Directors at CFA Institute and The Boston Security Analysts Society, Inc. He is responsible for directing the portfolio management, research, and trading activities for the bank's multi-asset class strategies.
Rick is also responsible for overseeing the client portfolio management team and portfolio analytics team.
He has more than 25 years of portfolio management and institutional investment experience.
Prior to joining Washington Trust Bank, Mr. Cloutier served as the Director of Research and Portfolio Manager at Heritage Capital in Boston, where he managed equity, fixed income, and alternative investments research.
In addition, Rick was responsible for developing diversified portfolios for foundations, pensions, charities, and high-net-worth individuals and their families.
Before Heritage, Rick was the Director of Research at Wingate Financial.
There, he led the research efforts and developed equity, fixed income, and mutual fund portfolio strategies.
He received his undergraduate degree from the University of Rhode Island and an MBA from Boston University.
Postes actifs de Rick Cloutier
| Sociétés | Poste | Début |
|---|---|---|
| The Boston Security Analysts Society, Inc. | Directeur/Membre du Conseil | - |
Washington Trust Bank (Spokane, Washington)
 Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Corporate Officer/Principal | - |
| Washington Trust Bank (Spokane, Washington Invt Mgmt) | Analyst-Equity | - |
Anciens postes connus de Rick Cloutier
| Sociétés | Poste | Fin |
|---|---|---|
Wingate Wealth Advisors, Inc.
 Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors, Inc. provides financial planning and investment management services. The firm serves the individuals, families, retirement plans, and organizations. The company was founded by Jeffrey Hayden White, Peter Laurie Frailey, and Arthur Felix von der Linden Jr. in 1986 and is headquartered in Lexington, MA. | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Directeur/Membre du Conseil | - |
Heritage Capital Management, Inc.
 Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Directeur de la Recherche - Actions | - |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Trading-Equity | - |
Formation de Rick Cloutier
| Boston University | Masters Business Admin |
| University of Rhode Island | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Heritage Capital Management, Inc.
Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Finance |
Washington Trust Bank (Spokane, Washington)
Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| The Boston Security Analysts Society, Inc. | |
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors, Inc. provides financial planning and investment management services. The firm serves the individuals, families, retirement plans, and organizations. The company was founded by Jeffrey Hayden White, Peter Laurie Frailey, and Arthur Felix von der Linden Jr. in 1986 and is headquartered in Lexington, MA. | Finance |
| Washington Trust Bank (Spokane, Washington Invt Mgmt) | Finance |