Profil
Mr. Richard K.
Marrone is a Senior Portfolio Manager at Washington Crossing Advisors LLC.
He has over 38 years of experience managing fixed income separately managed accounts and mutual funds.
Prior to joining WCA, he served as Director of Fixed Income Strategies and Senior Portfolio Manager at Ziegler Capital Management, LLC (”ZCM”) from 2015 to 2020.
Prior to ZCM, he was a Portfolio Manager for Thomas Weisel Capital Management (“TWCM”) from 2011 to 2015.
Prior to joining TWCM, he was a Vice President- Middle Market Sales at Advisors Asset Management from 2010 to 2011.
Prior to AAM, he was a Director and Senior Vice President managing municipal funds at Evergreen Investments.
Prior to that he served as a Senior Fund Manager at Woodbridge Capital Management from 1982 to 1993.
He has 38 years of experience managing fixed income separately managed accounts and mutual funds.
He received his M.B.A.
from Wayne State University and his B.A.
in Managerial Economics and Finance from the University of Michigan.
Anciens postes connus de Rick Marrone
| Sociétés | Poste | Fin |
|---|---|---|
Washington Crossing Advisors LLC
 Washington Crossing Advisors LLC Investment ManagersFinance Washington Crossing Advisors LLC (WCA) is a SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded by Kevin Caron and Chad Morganlander in 2007. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). WCA provides investment advisory services to high-net worth individuals and defined benefit plans as well as wrap and model programs. | Portfolio Manager-Fixed Income | 31/03/2023 |
Thomas Weisel Asset Management LLC
 Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Head-Fixed Income Invts | 09/12/2015 |
Advisors Asset Management, Inc.
 Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 01/03/2011 |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Portfolio Manager-Fixed Income | 30/06/2010 |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Portfolio Manager-Fixed Income | - |
Formation de Rick Marrone
| Wayne State University (Michigan) | Masters Business Admin |
| University of Michigan | 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 |
|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Thomas Weisel Asset Management LLC
Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Finance |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Woodbridge International LLC
 Woodbridge International LLC Miscellaneous Commercial ServicesCommercial Services Woodbridge International LLC provides mergers and acquisitions advisory services. It specializes in divestitures, valuations, and advisory services for companies. The firm helps interested buyers to determine strategic fits, search for potential acquisition candidates, extend offers, negotiate prices, and other variables. The company was founded by Robert M. Koenig in 1933 and is headquartered in New Haven, CT. | Commercial Services |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Finance |
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance Washington Crossing Advisors LLC (WCA) is a SEC-registered investment advisor headquartered in Florham Park, New Jersey. The firm was founded by Kevin Caron and Chad Morganlander in 2007. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). WCA provides investment advisory services to high-net worth individuals and defined benefit plans as well as wrap and model programs. | Finance |
