Profiel
Mr. Richard K.
Insley, CFA, is a Chief Investment Officer at Tiedemann Wealth Management LLC.
He is a senior member of the Investment Group, with responsibility for market strategy, manager selection, risk management and asset allocation for both traditional and impact investments.
Kent is also member of the firm’s internal Investment Committee.
Prior to joining Tiedemann in 2004, he worked as a fixed-income specialist with Millennium Partners LP, a New York-based hedge fund, with more than $4 billion in assets under management at the time.
His responsibilities included financing high-grade, high-yield and international fixed-income portfolios, generating risk and profit/loss reports on derivatives portfolios, and various other aspects of Millennium’s daily business operations.
He also served as a client representative at MFS Investment Management in Boston, Massachusetts.
He earned a Bachelor of Arts in economics and political science from the University of North Carolina at Chapel Hill.
He is a Chartered Financial Analyst and Member of CFA Institute
Eerdere bekende functies van Kent Insley
| Bedrijven | Functie | Einde |
|---|---|---|
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Chief Investment Officer | 01-04-2023 |
Millennium Management LLC
 Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Corporate Officer/Principal | 01-01-2004 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Opleiding van Kent Insley
| The University of North Carolina at Charlotte | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Millennium Management LLC
Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Finance |