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Profilo
Mr. Randy M.
Ordines is an Executive Vice President at Courier Capital LLC.
He is responsible for the design & development of Courier’s consulting platform.
He directs the Firm’s InvestView Consulting Services used by foundations, corporations, retirement plans and affluent families, nationwide.
In concert with Courier’s professional staff, he works with many of Courier’s largest clients to build, manage, and monitor objectives-based investment programs.
He is the areas foremost expert on the investment process, strategy formation, policy development, manager analysis, and fiduciary compliance.
He also manages the firm’s advisory services for analysis, consultation and management of Asset/Liability Duration matching solutions for bank balance sheets and defined benefit pension plans.
Prior to joining Courier Capital in 1992, Mr. Ordines was Vice President and portfolio manager for HSBC Bank, USA where in addition to managing client portfolios, he also served on the regional Trust Investment Compliance Committee.
Previously, he was regional manager for E.F.
Hutton’s Consulting Service Group.
Mr. Ordines earned his B.A. degree in Economics from Hobart College.
Precedenti posizioni note di Randy Michael Ordines
| Società | Posizione | Fine |
|---|---|---|
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital offers a tailored investment management solution that encompasses not only the traditional asset classes of fixed income, domestic equities and foreign securities, but can also include alternative asset classes. Through use of an asset allocation approach, the firm provides investment management services based on a thorough understanding of each client’s independent and unique investment objectives. | Membro del Comitato di Investimento | 02/08/2021 |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Corporate Officer/Principal | 31/12/1991 |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Formazione di Randy Michael Ordines
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
12
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital offers a tailored investment management solution that encompasses not only the traditional asset classes of fixed income, domestic equities and foreign securities, but can also include alternative asset classes. Through use of an asset allocation approach, the firm provides investment management services based on a thorough understanding of each client’s independent and unique investment objectives. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Finance |
Hobart & William Smith Colleges
 Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
