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Profil
Prior to joining HCB in 2004, Mr. Marshall was first vice president and senior portfolio manager, trust and investment management at HSBC Bank USA from 1994 to 2004.
Previously, he was a senior investment officer at Goldome Bank.
Mr. Marshall received a B. S.
from the University of Akron in 1972, and later served as a Spanish translator in the U.S.
Navy.
Anciens postes connus de Richard L. Marshall
| Sociétés | Poste | Fin |
|---|---|---|
Harold C. Brown & Co. LLC
 Harold C. Brown & Co. LLC Investment ManagersFinance Harold C. Brown & Co. (HCB) typically allocates their clients' funds to different asset classes to create portfolios that provide diversification and balance, with an emphasis on total return. The firm employs a variety of measures that seek to preserve capital. Once they determine a client's basic investment strategy, they select specific investment vehicles that are expected to perform well in forecasted economic, financial and market environments. HCB invests for the long-term and avoid attempts at market timing. The firm rarely engages in short-term trading. They also avoid the use of highly volatile financial instruments such as derivatives, futures contracts, options, commodities or limited partnerships. The firm's in-house investment research focuses on the economy, financial markets, industries and individual companies. They look for new investment opportunities and monitor the strength of their current investment holdings. HCB's equity selection process is based on a bottom-up fundamental investment approach. The firm seeks to identify companies with high levels of profitability and financial strength across broadly diversified sectors. They employ a blend of growth and value investment styles. Though not limited by sector or market-cap, HCB tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology, energy minerals, producer manufacturing and finance sectors. The firm maintains a very low turnover rate. The firm's fixed-income investment approach seeks to identify vehicles with the highest of credit ratings that offer maximum current yields. To minimize interest rate and inflation risk, HCB typically buys short- to intermediate duration debt instruments issued by highly rated corporations and municipalities, the US Government and its agencies and money market funds. | Gestionnaire de Portefeuille-Actions | 30/04/2009 |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Corporate Officer/Principal | 31/12/2003 |
Goldome Federal Savings Bank
 Goldome Federal Savings Bank Savings BanksFinance Federally chartered savings bank | Corporate Officer/Principal | 31/12/1993 |
Formation de Richard L. Marshall
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Harold C. Brown & Co. LLC
Harold C. Brown & Co. LLC Investment ManagersFinance Harold C. Brown & Co. (HCB) typically allocates their clients' funds to different asset classes to create portfolios that provide diversification and balance, with an emphasis on total return. The firm employs a variety of measures that seek to preserve capital. Once they determine a client's basic investment strategy, they select specific investment vehicles that are expected to perform well in forecasted economic, financial and market environments. HCB invests for the long-term and avoid attempts at market timing. The firm rarely engages in short-term trading. They also avoid the use of highly volatile financial instruments such as derivatives, futures contracts, options, commodities or limited partnerships. The firm's in-house investment research focuses on the economy, financial markets, industries and individual companies. They look for new investment opportunities and monitor the strength of their current investment holdings. HCB's equity selection process is based on a bottom-up fundamental investment approach. The firm seeks to identify companies with high levels of profitability and financial strength across broadly diversified sectors. They employ a blend of growth and value investment styles. Though not limited by sector or market-cap, HCB tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology, energy minerals, producer manufacturing and finance sectors. The firm maintains a very low turnover rate. The firm's fixed-income investment approach seeks to identify vehicles with the highest of credit ratings that offer maximum current yields. To minimize interest rate and inflation risk, HCB typically buys short- to intermediate duration debt instruments issued by highly rated corporations and municipalities, the US Government and its agencies and money market funds. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector. | Finance |
Goldome Federal Savings Bank
Goldome Federal Savings Bank Savings BanksFinance Federally chartered savings bank | Finance |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
