Profilo
Mr. Jay L.
Richards is a Managing Partner & Chief Compliance Officer at Investment Advisory Group LLC.
He co-founded Investment Advisory Group in 1998.
He has over 30 years of experience.
Mr. Richards was previously employed as Senior Advisor by American Express Co.
Mr. Richards received his BS in Finance from Hofstra University.
Posizioni attive di Jay Lipfert Richards
| Società | Posizione | Inizio |
|---|---|---|
Investment Advisory Group LLC
Investment Advisory Group LLC Investment ManagersFinance IAG works closely with each client to identify their investment goals and objectives as well as risk tolerance and overall financial situation in order to create a portfolio strategy. The firm will then construct an investment portfolios that are diversified and invest in many types of mutual funds, ETFs, individual stocks and bonds and features many asset classes and market sectors. | Fondatore | 01/01/1998 |
Precedenti posizioni note di Jay Lipfert Richards
| Società | Posizione | Fine |
|---|---|---|
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Formazione di Jay Lipfert Richards
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
American Express Co.
American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
Investment Advisory Group LLC
Investment Advisory Group LLC Investment ManagersFinance IAG works closely with each client to identify their investment goals and objectives as well as risk tolerance and overall financial situation in order to create a portfolio strategy. The firm will then construct an investment portfolios that are diversified and invest in many types of mutual funds, ETFs, individual stocks and bonds and features many asset classes and market sectors. | Finance |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















