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Richard Elvidge
Stratega di mercato presso
KeyBank, NA (Investment Management)
Profilo
Richard Patrick Elvidge is a Senior Portfolio Strategist at KeyBank, NA (Investment Management) since 2019.
He previously worked as a Vice President at Acadia Trust, N.A. from 2006 to 2007, at F.L.
Putnam Investment Management Co. from 1999 to 2005, and at People's Securities, Inc. from 2010 to 2013.
He also held the position of Vice President at Maine Bank & Trust Co. Mr. Elvidge completed his undergraduate degree at the University of Maine.
Posizioni attive di Richard Elvidge
| Società | Posizione | Inizio |
|---|---|---|
KeyBank, NA (Investment Management)
 KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Stratega di mercato | 01/03/2019 |
Precedenti posizioni note di Richard Elvidge
| Società | Posizione | Fine |
|---|---|---|
People's Securities, Inc.
 People's Securities, Inc. Investment ManagersFinance People's Securities seeks to provide consistent long-term results coupled with downside risk management. The firm offers fundamental, actively managed strategies as well as a suite of technically designed, multi-factor portfolios tailored to fit a diverse client base. They utilize a systematic allocation process, blending fundamental and quantitative strategies. | Gestore di Portafoglio-Azioni | 30/06/2013 |
Maine Bank & Trust Co.
 Maine Bank & Trust Co. Investment ManagersFinance Maine Bank & Trust Co.'s investment approach is based on the principles of strategic asset allocation and tactical diversification | Corporate Officer/Principal | 31/12/2008 |
Acadia Trust, N.A.
 Acadia Trust, N.A. Investment ManagersFinance Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component. | Gestore di Portafoglio-Azioni | 31/12/2007 |
F.L. Putnam Investment Management Co.
 F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. | Gestore di Portafoglio-Azioni | 31/12/2005 |
Formazione di Richard Elvidge
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
27
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component. | Finance |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam is a global all-cap/core equity manager that employs growth at a reasonable price investment strategy and a combination of broad macroeconomic research and detailed security specific research coupled with a broad understanding of global economic, financial and market trends. | Finance |
Maine Bank & Trust Co.
Maine Bank & Trust Co. Investment ManagersFinance Maine Bank & Trust Co.'s investment approach is based on the principles of strategic asset allocation and tactical diversification | Finance |
People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities seeks to provide consistent long-term results coupled with downside risk management. The firm offers fundamental, actively managed strategies as well as a suite of technically designed, multi-factor portfolios tailored to fit a diverse client base. They utilize a systematic allocation process, blending fundamental and quantitative strategies. | Finance |
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Finance |
University of Maine
 University of Maine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
