Profiel
Mr. Richard C.
Habermann, Jr., is a Portfolio Manager at D.
L.
Carlson Investment Group, Inc. (DLC) He joined the firm in late 2012.
For over 20 years, he shared his research ideas with the DLC portfolios managers from his positions in institutional brokerage.
He manages the technology, consumer discretionary, communication services and energy sectors while keeping the entire All-Cap Equity portfolio in sync with the markets, key trends and themes.
He has over 25 years investment experience.
Mr. Habermann initially being introduced to the firm at Fidelity Capital Markets in 1991.
He earned a B.A. in History from St. Lawrence University.
Actieve functies van Richard Carl Habermann
| Bedrijven | Functie | Begin |
|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Portefeuillebeheerder-Aandelen | 01-01-2012 |
Eerdere bekende functies van Richard Carl Habermann
| Bedrijven | Functie | Einde |
|---|---|---|
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-03-2008 |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Corporate Officer/Principal | 01-09-2004 |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-01-2002 |
Opleiding van Richard Carl Habermann
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 | 5 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Finance |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Finance |
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Finance |
St. Lawrence University
St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















