Richea K. Powell
Algemeen Directeur bij Haven Wealth Group LLC
Profiel
Ms. Richea K.
Powell is President, Chief Executive Officer, Partner & Managing Director at Haven Wealth Group LLC.
She has over 30 years of in-depth experience analyzing and managing investments in both equity and fixed-income disciplines.
Prior to co-founding Haven Wealth Group in 2008, Ms. Powell was previously employed as Regional Investment Manager at Wells Fargo Bank Texas, NA, Senior Vice President at JPMorgan Chase Bank NA, and Vice President at Smith, Graham & Co. Investment Advisors LP.
Ms. Powell received her BA in Mathematics and Finance from Houston Baptist University and her MBA in Finance from the University of Houston.
She is a Chartered Financial Analyst.
Actieve functies van Richea K. Powell
| Bedrijven | Functie | Begin |
|---|---|---|
Haven Wealth Group LLC
 Haven Wealth Group LLC Investment ManagersFinance Haven Wealth Group LLC (HWG) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2008 by W. Charles Calvin and Richea Powell. HWG manages money for individuals, pensions, foundations and endowment funds on a fully discretionary basis. | Algemeen Directeur | 07-10-2011 |
Eerdere bekende functies van Richea K. Powell
| Bedrijven | Functie | Einde |
|---|---|---|
Smith, Graham & Co. Investment Advisors LP
 Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Analyst-Equity | - |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Analyst-Equity | - |
Wells Fargo Bank Texas, NA (San Antonio, Texas)
 Wells Fargo Bank Texas, NA (San Antonio, Texas) Major BanksFinance Headquartered in Houston, Texas, Wells Fargo Bank Texas NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
Opleiding van Richea K. Powell
| University of Houston | Masters Business Admin |
| Houston Baptist University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Wells Fargo Bank Texas, NA (San Antonio, Texas)
Wells Fargo Bank Texas, NA (San Antonio, Texas) Major BanksFinance Headquartered in Houston, Texas, Wells Fargo Bank Texas NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
Haven Wealth Group LLC
Haven Wealth Group LLC Investment ManagersFinance Haven Wealth Group LLC (HWG) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2008 by W. Charles Calvin and Richea Powell. HWG manages money for individuals, pensions, foundations and endowment funds on a fully discretionary basis. | Finance |
