Richard Alfred Sipley
Algemeen Directeur bij Nutter Investment Advisors LP
Profiel
Mr. Richard A.
Sipley is a President at Nutter Investment Advisors LP.
He joined the firm in 2019.
He has management responsibilities for Nutter Investment Advisors and works directly with clients on the management of their wealth.
These duties include equity research, portfolio management and asset allocation.
Prior to joining Nutter Investment Advisors, Mr. Sipley was Chief Investment Officer at Wellesley Investment Partners, where he advised high-net-worth families and foundations.
Prior to that, he was a Senior Vice President and Portfolio Manager at Boston Private Bank, where he oversaw the Dividend Growth Equity team and served as a member of the Asset Allocation Committee.
Mr. Sipley earned his Bachelor of Arts degree from Miami University and a Master of Business Administration from Kellogg School of Management at Northwestern University.
He is a Chartered Financial Analyst, a Certified Financial Planner®, and is a member of CFA Society Boston.
Actieve functies van Richard Alfred Sipley
| Bedrijven | Functie | Begin |
|---|---|---|
Nutter Investment Advisors LP
 Nutter Investment Advisors LP Investment ManagersFinance Nutter Investment Advisors LP (NIA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1988 and they are a subsidiary of Nutter, McClennen & Fish LLP. NIA manages investment portfolios on behalf of individuals, endowments and foundations. | Algemeen Directeur | - |
Eerdere bekende functies van Richard Alfred Sipley
| Bedrijven | Functie | Einde |
|---|---|---|
Wellesley Investment Partners LLC
 Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | Chief Investment Officer | 08-02-2019 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Analyst-Equity | 01-01-2014 |
| E*TRADE FINANCIAL, LLC | Corporate Officer/Principal | - |
Opleiding van Richard Alfred Sipley
| Miami University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
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 | 4 |
|---|---|
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 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Nutter Investment Advisors LP
Nutter Investment Advisors LP Investment ManagersFinance Nutter Investment Advisors LP (NIA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1988 and they are a subsidiary of Nutter, McClennen & Fish LLP. NIA manages investment portfolios on behalf of individuals, endowments and foundations. | Finance |
Wellesley Investment Partners LLC
Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | Finance |
