Rick Pszenny
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Profilo
Mr. Richard C.
Pszenny, CFA, is a Portfolio Manager at Heritage Financial Services LLC.
Mr. Pszenny is responsible for conducting investment research, evaluating current and potential investment managers, reviewing client portfolios, and assisting clients with investment-related inquiries.
Prior to joining Heritage Financial Services in June 2014, he was a senior analyst at NEPC where he worked with public and Taft-Hartley Pension Fund clients’ market reviews, investment manager searches, performance measurement and asset allocation studies.
Prior to that, he worked at Bank of America as an Institutional Portfolio Strategist helping small foundations and endowments meet their investment and spending goals.
He also worked as a Portfolio Manager Associate at Bank of America assisting high net worth individuals manage their investment portfolios.
Mr. Pszenny received his BBA in Finance from the Isenberg School of Management at The University of Massachusetts at Amherst.
He is a Chartered Alternative Investment Analyst.
Precedenti posizioni note di Rick Pszenny
| Società | Posizione | Fine |
|---|---|---|
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Analyst-Equity | 12/01/2016 |
NEPC LLC
 NEPC LLC Investment ManagersFinance NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals. | Corporate Officer/Principal | - |
Formazione di Rick Pszenny
| The Isenberg School of Management | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
NEPC LLC
NEPC LLC Investment ManagersFinance NEPC LLC is an independent investment consultant, private wealth advisor, and OCIO provider that serves over 400 retainer clients and manages $1.60 trillion in total assets. NEPC is based in Boston, MA and has subsidiaries in the United States. The private company has a proprietary research team that focuses on long-term challenges facing investors and uses a client-centric model to build forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals. | Finance |
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