![Richard S. Lofgren](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
Mr. Lofgren joined Capital Advisors, Inc. in 2001.
His prior experience includes Pentecost Capital Management as Vice President from 1999 to 2001 and Merrill Lynch & Co. as a Financial Consultant from 1996 to 1999.
Mr. Lofgren received his BA from the University of Texas.
He also served in the U.S.
Navy as Surface Warfare Officer from 1993 to 1996.
Anciens postes connus de Richard S. Lofgren
| Sociétés | Poste | Fin |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Directeur des opérations | 01/08/2009 |
Pentecost Capital Management, Inc.
 Pentecost Capital Management, Inc. Investment ManagersFinance PCM is a GARP manager whose goal is to create equity portfolios that outperform the S&P 500 and the DJIA indexes. Individual stocks are selected from the US domestic securities markets using quantitative analysis of earnings estimates and fundamental data. Preference is given to corporations positioned to participate in the worldwide economy that report earnings in accordance with US accounting standards. Companies included in their portfolios typically have a large market capitalization and generate revenues from international as well as domestic operations. | Corporate Officer/Principal | 31/12/2000 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/1998 |
US Department of Defense (District of Columbia)
 US Department of Defense (District of Columbia) SovereignGovernment Operates and maintains defense departments | Corporate Officer/Principal | 31/12/1995 |
Formation de Richard S. Lofgren
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Finance |
Pentecost Capital Management, Inc.
Pentecost Capital Management, Inc. Investment ManagersFinance PCM is a GARP manager whose goal is to create equity portfolios that outperform the S&P 500 and the DJIA indexes. Individual stocks are selected from the US domestic securities markets using quantitative analysis of earnings estimates and fundamental data. Preference is given to corporations positioned to participate in the worldwide economy that report earnings in accordance with US accounting standards. Companies included in their portfolios typically have a large market capitalization and generate revenues from international as well as domestic operations. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of Defense (District of Columbia)
US Department of Defense (District of Columbia) SovereignGovernment Operates and maintains defense departments | Government |
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