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Rick Hollmann
Portefeuillebeheerder-Aandelen bij NewEdge Wealth LLC
Profiel
Mr. Richard L.
Hollmann, CFA, is a Managing Director & Head of Advisory Solutions at NewEdge Wealth LLC.
He specializes in delivering research-based investment solutions to ultra-high-net-worth individuals.
He designs, direct and implement end-to-end advisory processes and standards that enhance the overall effectiveness of NewEdge Wealth’s investment advisors.
He has over nearly 25 years of experience in the financial services industry and specializes in advisory solutions and family office support.
Prior to joining NewEdge Wealth, he served in various financial services leadership roles at UBS Financial Services, Inc., Lehman Brothers and Morgan Stanley.
He holds a bachelor’s degree in finance from Hofstra University.
He is a CFA charter holder and maintains his Series 6, 7, 24, 63 and 66 licenses.
He is a CFA charter holder.
Actieve functies van Rick Hollmann
Bedrijven | Functie | Begin |
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NewEdge Wealth LLC
![]() NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth LLC is a registered wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Robert Sechan II in 2020 and is a wholly-owned subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Wealth provides high net-worth individuals and families a broad range of comprehensive investment advisory services. | Portefeuillebeheerder-Aandelen | 01-09-2021 |
Opleiding van Rick Hollmann
Hofstra University | Undergraduate Degree |
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NewEdge Wealth LLC
![]() NewEdge Wealth LLC Investment ManagersFinance NewEdge Wealth LLC is a registered wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Robert Sechan II in 2020 and is a wholly-owned subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Wealth provides high net-worth individuals and families a broad range of comprehensive investment advisory services. | Finance |