Profiel
Mr. Richard C.
LoPresti is Wealth Manager & Managing Director at Baker Avenue Asset Management LP.
Prior to joining BakerAvenue in May 2012, Mr. LoPresti served as an Account Executive at Fidelity Investments where he focused on all aspects and risks of wealth management, from accumulation of assets to preserving, distributing and transferring wealth to future generations.
Prior to his work at Fidelity, he began his finance career with E*TRADE Financial in New York City.
He was previously employed as Account Director by Engage121, Inc., Financial Advisor by Private Co., Financial Specialist by Wachovia Bank NA, Charlotte, North Carolina, and Financial Advisor by Charles Schwab & Co., Inc.
Mr. LoPresti received his Bachelor of Science degree in Finance from Pace University in 2000 and an M.B.A.
degree from AIU in 2005.
He holds Certified Financial Planner and Certified Wealth Strategist designations.
Eerdere bekende functies van Rich LoPresti
| Bedrijven | Functie | Einde |
|---|---|---|
Engage121, Inc.
 Engage121, Inc. Packaged SoftwareTechnology Services Engage121, Inc. provides communications software and services to national franchisors, dealerships, and direct sellers. The firm’s services include SMA and Enterprise and Local Edition. The company was founded by Jon B. Victor in 1998 and is headquartered in Norwalk, CT. | Comptroller/Controller/Auditor | 31-03-2012 |
Private Co.
 Private Co. Packaged SoftwareTechnology Services Private Co. provides integrated business performance Internet site services for small to medium size businesses. The company also provides industry performance data and assessment tools for small to medium size companies. The company was headquartered in Chester, NJ. | Compliance Officer | 30-09-2011 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 30-09-2010 |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 30-09-2005 |
| E*TRADE FINANCIAL, LLC | Corporate Officer/Principal | - |
Opleiding van Rich LoPresti
| American InterContinental University System, Inc. | Masters Business Admin |
| Pace University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
E*TRADE Financial Corp.
 E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Engage121, Inc.
Engage121, Inc. Packaged SoftwareTechnology Services Engage121, Inc. provides communications software and services to national franchisors, dealerships, and direct sellers. The firm’s services include SMA and Enterprise and Local Edition. The company was founded by Jon B. Victor in 1998 and is headquartered in Norwalk, CT. | Technology Services |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Private Co.
Private Co. Packaged SoftwareTechnology Services Private Co. provides integrated business performance Internet site services for small to medium size businesses. The company also provides industry performance data and assessment tools for small to medium size companies. The company was headquartered in Chester, NJ. | Technology Services |
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
