Richard Kurt Sheiner
Director/Board Member bij The Center for Enriched Living
Profiel
Mr. Richard K.
Sheiner is a Managing Director at CIBC Private Wealth Advisors, Inc. He is on the Board of Directors at The Center for Enriched Living.
He is a Senior Relationship Manager for CIBC Private Wealth Management with over 35 years of experience.
He has been managing investment portfolios since 1983.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Mr. Sheiner was a principal at William Blair & Company.
He is a graduate of the University of Michigan, where his studies emphasized Business and Psychology.
Actieve functies van Richard Kurt Sheiner
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The Center for Enriched Living
The Center for Enriched Living Services to the Health IndustryHealth Services The Center for Enriched Living ensures that people with intellectual and developmental disabilities can be fully included in the community, connected to friends with the possibilities to pursue new interests, hobbies and lifelong learning. It offers adult day, teens, young adults, adults 22+ and employment opportunities programs. The company was founded in 1968 and is headquartered in Riverwoods, IL. | Director/Board Member | - |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Portfolio Manager-Equities | 01-01-2017 |
Eerdere bekende functies van Richard Kurt Sheiner
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William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | - |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Portfolio Manager-Equities | - |
Opleiding van Richard Kurt Sheiner
University of Michigan | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 4 |
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CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Finance |
The Center for Enriched Living
The Center for Enriched Living Services to the Health IndustryHealth Services The Center for Enriched Living ensures that people with intellectual and developmental disabilities can be fully included in the community, connected to friends with the possibilities to pursue new interests, hobbies and lifelong learning. It offers adult day, teens, young adults, adults 22+ and employment opportunities programs. The company was founded in 1968 and is headquartered in Riverwoods, IL. | Health Services |