Richard Alan Stone
Fondatore presso Private Ocean LLC
Profilo
Mr. Richard A.
Stone is Founder & Chairman at Private Ocean LLC.
As chairman of Private Ocean, he works closely with advisors to develop our clients’ investment policies and manage their portfolios on an on-going basis.
He co-founded Private Ocean in May 2009.
He works closely with advisors to develop our clients’ investment policies and manage their portfolios on an on-going basis.
Mr. Stone's founded Salient Wealth Management in 1983.
Over the next 26 years, he grew the firm into one of the Bay Area's most innovative wealth management firms.
He received his BS degree in Business & Finance from San Jose State University.
He was one of the first CFP certificates credentialed by the College for Financial Planning in 1973.
Posizioni attive di Richard Alan Stone
| Società | Posizione | Inizio |
|---|---|---|
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Fondatore | 01/05/2009 |
Buck Institute for Research on Aging
 Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Richard Alan Stone
| Società | Posizione | Fine |
|---|---|---|
| Salient Wealth Management LLC | Corporate Officer/Principal | 31/12/2008 |
Formazione di Richard Alan Stone
| San Jose State University | Undergraduate Degree |
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 | 3 |
|---|---|
Buck Institute for Research on Aging
Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Commercial Services |
| Salient Wealth Management LLC | Finance |
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
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