Profilo
Prior to joining Hunter Associates, inc., Mr. Brok served his clients for six years as a financial consultant for Bill Few Associates in Pittsburgh.
From 1986 to 1996, he worked with The Copeland Companies helping employees of non-profit organizations to plan for their retirement and long-term-care.
From 1980 to 1986, he managed the Planned Giving Program for the University of Pittsburgh.
Rich is the immediate Past President of the Pittsburgh Planned Giving Council and serves on the Board of Life’sWork of Western Pennsylvania, where he chairs the Development Committee.
He is a Trustee of Rodef Shalom Congregation and co-chairs the Investment Committee.
He is a past president of the Brotherhood of the Rodef Shalom Congregation remains active on their Board.
Mr. Brok serves as a philanthropic advisor to a number of individuals and non-profit organizations.
Mr. Brok graduated from Lafayette College in 1977 with a degree in English.
In 1980 he received a Juris Doctor (J.D.) degree from the University of Pittsburgh School of Law, with a concentration in tax and estate planning.
He went on to earn an accounting certificate from Pitt in 1984.
The American College awarded Rich the designation of Chartered Advisor in Philanthropy (C.A.P.) in July of 2004.
Precedenti posizioni note di Richard Brok
Società | Posizione | Fine |
---|---|---|
Hunter Associates Investment Management LLC
Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services. | Gestore di Portafoglio-Azioni | 01/01/2006 |
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Corporate Officer/Principal | 01/01/2005 |
Copeland Companies | Corporate Officer/Principal | 30/12/1996 |
Formazione di Richard Brok
Lafayette College | Undergraduate Degree |
University of Pittsburgh | Graduate 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 |
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Hunter Associates Investment Management LLC
Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services. | Finance |
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Copeland Companies | Finance |
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