Richard Charles Wolfe
Fondatore presso Saddle River Capital Management LLC
Profilo
Mr. Richard C.
Wolfe is a Principal at Saddle River Capital Management LLC where he is Co-Founder and primarily responsible for Sales and Marketing.
Mr. Wolfe was previously employed as Senior Vice President by Standard & Poor's Investment Advisory Services LLC.
Mr. Wolfe received his BBA from Case Western Reserve University and MBA in Finance from Fairleigh Dickinson University.
He is also a Certified Financial Planner.
Posizioni attive di Richard Charles Wolfe
Società | Posizione | Inizio |
---|---|---|
Saddle River Capital Management LLC
Saddle River Capital Management LLC Investment ManagersFinance Saddle River Capital Management LLC (SRCM) is an independent, SEC-registered investment advisor headquartered in Hillsdale, New Jersey. The firm was founded by Douglas Wolfe and Richard Wolfe in 2004 as Wolfe Financial Planning. SRCM provides portfolio management services to individuals, high net-worth individuals, other advisors, corporate pension and profit-sharing plans, 401(k) plans, charitable institutions, foundations, endowments, and other US and international institutions. | Fondatore | 01/01/2004 |
Precedenti posizioni note di Richard Charles Wolfe
Società | Posizione | Fine |
---|---|---|
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Corporate Officer/Principal | 01/01/1999 |
Formazione di Richard Charles Wolfe
Case Western Reserve University | Undergraduate Degree |
Fairleigh Dickinson University | 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 |
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GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Finance |
Saddle River Capital Management LLC
Saddle River Capital Management LLC Investment ManagersFinance Saddle River Capital Management LLC (SRCM) is an independent, SEC-registered investment advisor headquartered in Hillsdale, New Jersey. The firm was founded by Douglas Wolfe and Richard Wolfe in 2004 as Wolfe Financial Planning. SRCM provides portfolio management services to individuals, high net-worth individuals, other advisors, corporate pension and profit-sharing plans, 401(k) plans, charitable institutions, foundations, endowments, and other US and international institutions. | Finance |
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