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Rick Plummer
Analyst-Equity presso Systematic Financial Management LP
Profilo
Mr. Richard S.
Plummer, CFA MBA, is an Assistant Portfolio Manager & Senior Equity Analyst at Systematic Financial Management LP.
He has over 28 years of industry experience.
He conducts company-specific fundamental research within selected economic sectors spanning the market capitalization spectrum.
His research includes analyzing financial statements, building financial models, performing valuation analysis and interviewing company management.
He has been a partner in the firm since 2014.
Prior to joining Systematic in 2004, Mr. Plummer served as a Senior Industry Analyst and lead editor of the firm’s daily supplemental stock reports at Value Line Investment Survey.
He also spent time in Value Line’s Asset Management department, working as a technology-sector consultant and portfolio manager.
He received his M.B.A.
in finance at New York University’s Stern School of Business, with Stern Scholar honors and a B.A.
in economics and government from Wesleyan University.
He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and New York Society of Security Analysts.
Posizioni attive di Rick Plummer
Società | Posizione | Inizio |
---|---|---|
Systematic Financial Management LP
![]() Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Analyst-Equity | 01/01/2004 |
Precedenti posizioni note di Rick Plummer
Società | Posizione | Fine |
---|---|---|
Value Line Asset Management
![]() Value Line Asset Management Investment ManagersFinance Based in New York City, Value Line Asset Management (VLAM) manages assets for individual, corporate, government and the Value Line family of mutual funds. VLAM is the asset management division of Value Line, Inc. (NASDAQ: VALU) Founded in 1931 by Arnold Bernhard, Value Line's products and services include print and electronic data and analyses, asset management and a family of mutual funds. | Gestore di Portafoglio-Azioni | - |
Formazione di Rick Plummer
New York University | Masters Business Admin |
Wesleyan University | Undergraduate Degree |
The Leonard N Stern School of Business | 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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Systematic Financial Management LP
![]() Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
Value Line Asset Management
![]() Value Line Asset Management Investment ManagersFinance Based in New York City, Value Line Asset Management (VLAM) manages assets for individual, corporate, government and the Value Line family of mutual funds. VLAM is the asset management division of Value Line, Inc. (NASDAQ: VALU) Founded in 1931 by Arnold Bernhard, Value Line's products and services include print and electronic data and analyses, asset management and a family of mutual funds. | Finance |
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