![Richard Brok](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining Hunter Associates, inc., Mr. Brok served his clients for six years as a financial consultant for Bill Few Associates in Pittsburgh.
From 1986 to 1996, he worked with The Copeland Companies helping employees of non-profit organizations to plan for their retirement and long-term-care.
From 1980 to 1986, he managed the Planned Giving Program for the University of Pittsburgh.
Rich is the immediate Past President of the Pittsburgh Planned Giving Council and serves on the Board of Life’sWork of Western Pennsylvania, where he chairs the Development Committee.
He is a Trustee of Rodef Shalom Congregation and co-chairs the Investment Committee.
He is a past president of the Brotherhood of the Rodef Shalom Congregation remains active on their Board.
Mr. Brok serves as a philanthropic advisor to a number of individuals and non-profit organizations.
Mr. Brok graduated from Lafayette College in 1977 with a degree in English.
In 1980 he received a Juris Doctor (J.D.) degree from the University of Pittsburgh School of Law, with a concentration in tax and estate planning.
He went on to earn an accounting certificate from Pitt in 1984.
The American College awarded Rich the designation of Chartered Advisor in Philanthropy (C.A.P.) in July of 2004.
Anciens postes connus de Richard Brok
| Sociétés | Poste | Fin |
|---|---|---|
Hunter Associates Investment Management LLC
 Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates is an active, long-term investor that establishes an investment policy suited to the individual investor. Once the investment policy is established, the firm’s advisors use a variety of robust research tools and sources, selecting appropriate investments to implement the plan. They use a combination of economic research, study of macroeconomic and industry long-term trends, tempered by qualitative and quantitative analysis to make thoughtful investment selections. | Gestionnaire de Portefeuille-Actions | 01/01/2006 |
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Corporate Officer/Principal | 01/01/2005 |
Copeland Companies
 Copeland Companies Investment Banks/BrokersFinance Provides investment banking, asset management, brokerage and other financial services | Corporate Officer/Principal | 30/12/1996 |
Formation de Richard Brok
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
38
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Copeland Companies
Copeland Companies Investment Banks/BrokersFinance Provides investment banking, asset management, brokerage and other financial services | Finance |
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hunter Associates Investment Management LLC
Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates is an active, long-term investor that establishes an investment policy suited to the individual investor. Once the investment policy is established, the firm’s advisors use a variety of robust research tools and sources, selecting appropriate investments to implement the plan. They use a combination of economic research, study of macroeconomic and industry long-term trends, tempered by qualitative and quantitative analysis to make thoughtful investment selections. | Finance |
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
