Ted Rich
Directeur Général chez RiverTree Advisors LLC
Profil
Mr. Theodore S.
Rich is a Principal at RiverTree Advisors LLC.
He has practiced in the investment industry for 21 years.
He began his career as a Financial Advisor specializing in risk management and estate planning and while working with several independent and national firms, he served a clientele of mostly individual investors.
In 1998, he joined the Orlando office of Robert W.
Baird and Company and early in 1999 was recruited to Baird’s Milwaukee headquarters to join their Corporate and Executive Services team, focusing on the unique needs of corporations, executives and high net worth investors.
In 2002, he left the corporate world and founded Global Capital Advisors, an independent investment advisory firm, and in 2008 merged that firm with Sarasota Asset Management to form Vinoy Capital.
He received his undergraduate degree from the University of Florida.
Postes actifs de Ted Rich
| Sociétés | Poste | Début |
|---|---|---|
RiverTree Advisors LLC
 RiverTree Advisors LLC Investment ManagersFinance RiverTree Advisors LLC is an independent, fee-only investment advisory firm based in Winter Park, FL. The private company's philosophy is centered around managing risks rather than managing returns. The company offers a variety of specialized services to meet their clients' specific goals and needs. The company's website provides useful resources such as financial calculators, client logins, and a blog with up-to-date information on news, events, and articles. The company encourages potential clients to explore their website and see how their flexible investment philosophy can lead to a successful client-advisor relationship. The company was founded in 2013, and Theodore Spencer Rich has been the CEO since then. | Directeur Général | 01/07/2013 |
Anciens postes connus de Ted Rich
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Corporate Officer/Principal | - |
Formation de Ted Rich
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
RiverTree Advisors LLC
RiverTree Advisors LLC Investment ManagersFinance RiverTree Advisors LLC is an independent, fee-only investment advisory firm based in Winter Park, FL. The private company's philosophy is centered around managing risks rather than managing returns. The company offers a variety of specialized services to meet their clients' specific goals and needs. The company's website provides useful resources such as financial calculators, client logins, and a blog with up-to-date information on news, events, and articles. The company encourages potential clients to explore their website and see how their flexible investment philosophy can lead to a successful client-advisor relationship. The company was founded in 2013, and Theodore Spencer Rich has been the CEO since then. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
