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Thomas Owen Herrick
Direttore degli Investimenti presso Cary Street Partners Investment Advisory LLC
Posizioni attive di Thomas Owen Herrick
Società | Posizione | Inizio | Fine |
---|---|---|---|
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Direttore degli Investimenti | 01/09/2008 | - |
Cary Street Partners Asset Management LLC
![]() Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Direttore degli Investimenti | - | - |
Rafalko Advisors, Inc.
![]() Rafalko Advisors, Inc. Investment ManagersFinance Rafalko Advisors, Inc. provides investment advice. The firm provides personal wealth management services and corporate retirement plan services. The company was founded by Celia Rafalko and is headquartered in Glen Allen, VA. | Direttore/Membro del Consiglio | - | - |
Storia della carriera di Thomas Owen Herrick
Precedenti posizioni note di Thomas Owen Herrick
Società | Posizione | Inizio | Fine |
---|---|---|---|
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/2005 | 01/01/2008 |
Traverse Partners LLC
![]() Traverse Partners LLC Investment ManagersFinance Part of Hovnanian Enterprises, Inc., Traverse Partners LLC provides investment advice. The company is based in Mooresville, NC. The company was founded by Jeff Janer. | Corporate Officer/Principal | 01/01/2000 | 01/01/2005 |
Formazione di Thomas Owen Herrick
University of Richmond | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Chief Investment Officer | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
Traverse Partners LLC
![]() Traverse Partners LLC Investment ManagersFinance Part of Hovnanian Enterprises, Inc., Traverse Partners LLC provides investment advice. The company is based in Mooresville, NC. The company was founded by Jeff Janer. | Finance |
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Finance |
Cary Street Partners Asset Management LLC
![]() Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Finance |
Rafalko Advisors, Inc.
![]() Rafalko Advisors, Inc. Investment ManagersFinance Rafalko Advisors, Inc. provides investment advice. The firm provides personal wealth management services and corporate retirement plan services. The company was founded by Celia Rafalko and is headquartered in Glen Allen, VA. | Finance |
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