Richard Kevin O'Keefe
Geen lopende functies
Loopbaan van Richard Kevin O'Keefe
Eerdere bekende functies van Richard Kevin O'Keefe
Bedrijven | Functie | Begin | Einde |
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First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Chief Investment Officer | 01-07-1999 | 01-12-2020 |
Lid van de Investeringscommissie | 01-07-1999 | 01-12-2020 | |
Portefeuillebeheerder-Aandelen | 01-07-1999 | 01-12-2020 | |
AdvisorShares Global Echo ETF
AdvisorShares Global Echo ETF Investment Trusts/Mutual FundsMiscellaneous AdvisorShares Global Echo ETF is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund with a focus on sustainable investing. Sustainable investing refers to an investment methodology that takes into consideration economic, environmental, technology, and a variety of social factors when making investment decisions. Its investment objective is to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices. The company was founded on May 23, 2012 and is headquartered in Bethesda, MD. | Chief Investment Officer | - | 01-07-2014 |
Reber/Russell Co.
Reber/Russell Co. Investment ManagersFinance Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006. | Corporate Officer/Principal | 31-12-1998 | 31-12-1998 |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - | - |
Newground Social Investment SPC
Newground Social Investment SPC Investment ManagersFinance Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide. | Portefeuillebeheerder-Aandelen | 16-11-2010 | - |
Opleiding van Richard Kevin O'Keefe
Loyola University of Chicago | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Miscellaneous | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Finance |
Newground Social Investment SPC
Newground Social Investment SPC Investment ManagersFinance Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide. | Finance |
Reber/Russell Co.
Reber/Russell Co. Investment ManagersFinance Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
AdvisorShares Global Echo ETF
AdvisorShares Global Echo ETF Investment Trusts/Mutual FundsMiscellaneous AdvisorShares Global Echo ETF is a multi-manager, multi-strategy, broadly diversified, actively managed exchange-traded fund with a focus on sustainable investing. Sustainable investing refers to an investment methodology that takes into consideration economic, environmental, technology, and a variety of social factors when making investment decisions. Its investment objective is to achieve long-term capital appreciation with an emphasis on absolute (positive) returns and low sensitivity to traditional financial market indices. The company was founded on May 23, 2012 and is headquartered in Bethesda, MD. | Miscellaneous |