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Richard John Grasfeder
Plus aucun poste en cours
Profil
Richard John Grasfeder worked as a Managing Director & Senior Portfolio Manager at SVB Wealth LLC from 2015 to 2022.
Prior to that, he worked as an Equity Analyst & Assistant Vice President at Boston Private Bank & Trust Co. He also worked as a Research Associate at Jefferies LLC from 2006 to 2011 and at Janney Montgomery Scott LLC from 2005 to 2006.
Additionally, he worked as a Manager at CRH America, Inc. in 2003.
He briefly worked as an Associate at RBC Capital Markets LLC in 2011 and as a Senior Portfolio Manager at Nixon Peabody Trust Co. LLC in 2022 to 2023.
Grasfeder earned an MBA from Babson College in 2005 and an undergraduate degree from the US Military Academy in 1997.
Anciens postes connus de Richard John Grasfeder
| Sociétés | Poste | Fin |
|---|---|---|
Nixon Peabody Trust Co. LLC
 Nixon Peabody Trust Co. LLC Investment ManagersFinance NPT provides their investment advice and management services to clients by developing a strategic investment plan; performing a net-worth analysis; categorizing investment assets; identifying investment goals; creating an investment plan; recommending an appropriate asset allocation; and implementing and monitoring the results of the clients’ portfolio. | Gestionnaire de Portefeuille-Actions | 01/11/2023 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Analyst-Equity | 01/10/2022 |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/06/2012 |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Richard John Grasfeder
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oldcastle, Inc.
 Oldcastle, Inc. Construction MaterialsNon-Energy Minerals Provides building products and materials | Non-Energy Minerals |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Military Academy
 US Military Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
Nixon Peabody Trust Co. LLC
Nixon Peabody Trust Co. LLC Investment ManagersFinance NPT provides their investment advice and management services to clients by developing a strategic investment plan; performing a net-worth analysis; categorizing investment assets; identifying investment goals; creating an investment plan; recommending an appropriate asset allocation; and implementing and monitoring the results of the clients’ portfolio. | Finance |
