Profilo
Mr. Horowitz was one of the founders of Weston Financial in 1979.
He also serves as President of Park Insurance Agency and Vice President of New Century Portfolios.
Prior to joining Weston Financial, Mr. Horowitz began his career in the financial services area of John Hancock Insurance Company in 1972.
He was responsible for business clients' needs in the retirement, estate and insurance areas.
Mr. Horowitz earned his B.S.
in Business Administration at DuQuesne University in Pittsburgh, PA.
Precedenti posizioni note di Richard I. Horowitz
| Società | Posizione | Fine |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Gestore di Portafoglio-Azioni | 30/01/2009 |
Formazione di Richard I. Horowitz
| Duquesne University of The Holy Spirit | 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 | 1 |
|---|---|
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
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