Rick Hollmann

Rick Hollmann

Gestore di Portafoglio-Azioni presso NewEdge Wealth LLC

Finance
Consumer Services

Profilo

Mr. Richard L.
Hollmann, CFA, is a Managing Director & Head of Advisory Solutions at NewEdge Wealth LLC.
He specializes in delivering research-based investment solutions to ultra-high-net-worth individuals.
He designs, direct and implement end-to-end advisory processes and standards that enhance the overall effectiveness of NewEdge Wealth’s investment advisors.
He has over nearly 25 years of experience in the financial services industry and specializes in advisory solutions and family office support.
Prior to joining NewEdge Wealth, he served in various financial services leadership roles at UBS Financial Services, Inc., Lehman Brothers and Morgan Stanley.
He holds a bachelor’s degree in finance from Hofstra University.
He is a CFA charter holder and maintains his Series 6, 7, 24, 63 and 66 licenses.
He is a CFA charter holder.

Posizioni attive di Rick Hollmann

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/09/2021
Tutte le posizioni attive di Rick Hollmann

Formazione di Rick Hollmann

Hofstra University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Rick Hollmann

Relazioni

4

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali