Richard Alan Stone
Oprichter bij Private Ocean LLC
Profiel
Mr. Richard A.
Stone is Founder & Chairman at Private Ocean LLC.
As chairman of Private Ocean, he works closely with advisors to develop our clients’ investment policies and manage their portfolios on an on-going basis.
He co-founded Private Ocean in May 2009.
He works closely with advisors to develop our clients’ investment policies and manage their portfolios on an on-going basis.
Mr. Stone's founded Salient Wealth Management in 1983.
Over the next 26 years, he grew the firm into one of the Bay Area's most innovative wealth management firms.
He received his BS degree in Business & Finance from San Jose State University.
He was one of the first CFP certificates credentialed by the College for Financial Planning in 1973.
Actieve functies van Richard Alan Stone
| Bedrijven | Functie | Begin |
|---|---|---|
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Oprichter | 01-05-2009 |
Buck Institute for Research on Aging
 Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Richard Alan Stone
| Bedrijven | Functie | Einde |
|---|---|---|
| Salient Wealth Management LLC | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Richard Alan Stone
| San Jose State University | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
| Salient Wealth Management LLC | Finance |
Buck Institute for Research on Aging
Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Commercial Services |
