Richard Kevin O'Keefe
Nessuna posizione attualmente
Storia della carriera di Richard Kevin O'Keefe
Precedenti posizioni note di Richard Kevin O'Keefe
Società | Posizione | Inizio | Fine |
---|---|---|---|
First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Direttore degli Investimenti | 01/07/1999 | 01/12/2020 |
Membro del Comitato di Investimento | 01/07/1999 | 01/12/2020 | |
Gestore di Portafoglio-Azioni | 01/07/1999 | 01/12/2020 | |
AdvisorShares Global Echo ETF
AdvisorShares Global Echo ETF Investment Trusts/Mutual FundsMiscellaneous AdvisorShares Global Echo ETF is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund with a focus on sustainable investing. Sustainable investing refers to an investment methodology that takes into consideration economic, environmental, technology, and a variety of social factors when making investment decisions. Its investment objective is to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices. The company was founded on May 23, 2012 and is headquartered in Bethesda, MD. | Direttore degli Investimenti | - | 01/07/2014 |
Reber/Russell Co.
Reber/Russell Co. Investment ManagersFinance Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006. | Corporate Officer/Principal | 31/12/1998 | 31/12/1998 |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - | - |
Newground Social Investment SPC
Newground Social Investment SPC Investment ManagersFinance Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide. | Gestore di Portafoglio-Azioni | 16/11/2010 | - |
Formazione di Richard Kevin O'Keefe
Loyola University of Chicago | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Settori
Finance | 5 |
Consumer Services | 2 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Finance |
Newground Social Investment SPC
Newground Social Investment SPC Investment ManagersFinance Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide. | Finance |
Reber/Russell Co.
Reber/Russell Co. Investment ManagersFinance Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
AdvisorShares Global Echo ETF
AdvisorShares Global Echo ETF Investment Trusts/Mutual FundsMiscellaneous AdvisorShares Global Echo ETF is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund with a focus on sustainable investing. Sustainable investing refers to an investment methodology that takes into consideration economic, environmental, technology, and a variety of social factors when making investment decisions. Its investment objective is to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices. The company was founded on May 23, 2012 and is headquartered in Bethesda, MD. | Miscellaneous |