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Richard Burling
Gestionnaire de Portefeuille-Actions chez
F/m Investments LLC
Profil
Richard Aaron Burling is currently Senior Portfolio Manager at F since 2024.
Formerly, Senior Portfolio Manager at Ziegler Capital Management LLC from 2011 to 2024.
Partner and Senior Portfolio Manager at Red Granite Advisors LLC from 2011 to 2013.
Senior Vice President and Senior Portfolio Manager at Robert W.
Baird & Co., Inc. (Equity) from 2001 to 2006.
Senior Vice President at Firstar Investment Research & Management Co. (WI) from 1986 to 2001.
Education includes an undergraduate degree from Northwestern University in 1980 and an MBA from the University of Wisconsin in 1982.
Postes actifs de Richard Burling
| Sociétés | Poste | Début |
|---|---|---|
F/m Investments LLC
 F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Gestionnaire de Portefeuille-Actions | 01/04/2024 |
Anciens postes connus de Richard Burling
| Sociétés | Poste | Fin |
|---|---|---|
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Gestionnaire de Portefeuille-Actions | 01/04/2024 |
Red Granite Advisors LLC
 Red Granite Advisors LLC Investment ManagersFinance Red Granite Advisors invests in high-growth companies for the long term. The firm invests primarily in large-cap US companies in the health technology, manufacturing, energy minerals and retail sectors. They maintain a medium turnover rate. Their investment approach is fundamental in nature and is driven by a bottom-up analytical research process. They employ asset allocation and sector weighting decisions add to their analysis. | Gestionnaire de Portefeuille-Actions | 01/03/2013 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Gestionnaire de Portefeuille-Actions | 01/05/2006 |
Firstar Investment Research & Management Co. (WI)
 Firstar Investment Research & Management Co. (WI) Major BanksFinance Operates as a nationally chartered commercial bank | Gestionnaire de Portefeuille-Actions | 28/02/2001 |
Formation de Richard Burling
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Firstar Investment Research & Management Co. (WI)
Firstar Investment Research & Management Co. (WI) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Red Granite Advisors LLC
Red Granite Advisors LLC Investment ManagersFinance Red Granite Advisors invests in high-growth companies for the long term. The firm invests primarily in large-cap US companies in the health technology, manufacturing, energy minerals and retail sectors. They maintain a medium turnover rate. Their investment approach is fundamental in nature and is driven by a bottom-up analytical research process. They employ asset allocation and sector weighting decisions add to their analysis. | Finance |
Ziegler Capital Management LLC
Ziegler Capital Management LLC Investment ManagersFinance ZCM manages a diversified slate of investment strategies designed to improve the resilience of their clients' investment portfolios while seeking to provide strategic opportunities for increased alpha across the risk spectrum. | Finance |
F/m Investments LLC
F/m Investments LLC Investment ManagersFinance F/m Investments believes that active portfolio management by their boutique manager partners can produce long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals. The firm offers the F/m Global Dividend ADR strategy, which generally invests in global securities, REITS, and Real Estate. This strategy also provides exposure to ESG investing. | Finance |
