![Rick Summer](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
Rick Summer worked as an Associate Director at UBS Asset Management (Americas), Inc., a Director at 724 Solutions, Inc., a Managing Director at Relevant C Business Group, an Accountant at FMC Technologies, Inc., an Auditor at Ernst & Young LLP (Missouri), and a Vice President at Vcapital, Inc. He also served as the Head of Individual Investor at Morningstar, Inc. (Research) from 2019 to 2021.
Mr. Summer received his undergraduate degree from Emory University and his MBA from The University of Chicago.
Anciens postes connus de Rick Summer
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Directeur/Membre du Conseil | 01/05/2021 |
Relevant C Business Group
 Relevant C Business Group Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
724 Solutions, Inc.
 724 Solutions, Inc. Packaged SoftwareTechnology Services Designs and develops internet protocol-based software and mobile solutions | Corporate Officer/Principal | - |
Vcapital, Inc.
 Vcapital, Inc. Investment ManagersFinance Vcapital seeks investment opportunities in companies located in the United States. The firm targets companies operating in the fields of technology and health services. It provides financing for early stage capital requirements. | Corporate Officer/Principal | - |
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Corporate Officer/Principal | - |
Formation de Rick Summer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
724 Solutions, Inc.
724 Solutions, Inc. Packaged SoftwareTechnology Services Designs and develops internet protocol-based software and mobile solutions | Technology Services |
FMC Technologies, Inc.
 FMC Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services Provides energy management systems services | Commercial Services |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Commercial Services |
Vcapital, Inc.
Vcapital, Inc. Investment ManagersFinance Vcapital seeks investment opportunities in companies located in the United States. The firm targets companies operating in the fields of technology and health services. It provides financing for early stage capital requirements. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Relevant C Business Group
Relevant C Business Group Investment ManagersFinance Provides investment advice | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
