Patrick Noel Rush
Amministratore Delegato presso Triad Financial Advisors, Inc.
Profilo
Mr. Patrick N.
Rush is a Senior Vice President at OneDigital Investment Advisors LLC.
He has over 25 years of experience in wealth management.
Prior to joining OneDigital, he was the Chief Executive Officer and owner of Triad Financial Advisors, which was acquired by OneDigital in 2023.
He holds a degree in Financial Markets & Trading from the Illinois Institute of Technology.
He also earned his MBA with a concentration in Finance from the Stuart School of Business.
He is a Certified Financial Planner, as well as a Chartered Advisor in Philanthropy.
Posizioni attive di Patrick Noel Rush
| Società | Posizione | Inizio |
|---|---|---|
Triad Financial Advisors, Inc.
 Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Amministratore Delegato | 01/01/2016 |
OneDigital Investment Advisors LLC
 OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Gestore di Portafoglio-Azioni | 01/08/2023 |
Formazione di Patrick Noel Rush
| Illinois Institute of Technology | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Finance |
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |
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