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Actieve functies van Rick van Kuren
Bedrijven | Functie | Begin | Einde |
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LVW Advisors LLC
![]() LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2023 | - |
Oprichter | 01-10-2011 | - | |
Lid van de Investeringscommissie | 01-10-2011 | - |
Loopbaan van Rick van Kuren
Eerdere bekende functies van Rick van Kuren
Bedrijven | Functie | Begin | Einde |
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Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | 17-09-2010 | - |
Citigroup Asset Management (United States)
![]() Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Corporate Officer/Principal | - | - |
Nottingham Advisors, Inc.
![]() Nottingham Advisors, Inc. Investment ManagersFinance Nottingham Advisors, Inc. (Nottingham) is a SEC-registered investment advisor headquartered in Amherst, New York. The firm was founded in 1981 and formerly known as Elias Asset Management, Inc. They are a wholly-owned subsidiary of Community Bank, N. A., itself owned by Community Bank System, Inc. (NYSE: CBU). Nottingham offers asset management and investment advisory services through the use of separately managed accounts to individuals, trusts, corporations, foundations, endowments and pension funds. | Corporate Officer/Principal | - | - |
Opleiding van Rick van Kuren
The State University of New York | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 3 |
Director of Research - Equity | 1 |
Founder | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
LVW Advisors LLC
![]() LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Finance |
Nottingham Advisors, Inc.
![]() Nottingham Advisors, Inc. Investment ManagersFinance Nottingham Advisors, Inc. (Nottingham) is a SEC-registered investment advisor headquartered in Amherst, New York. The firm was founded in 1981 and formerly known as Elias Asset Management, Inc. They are a wholly-owned subsidiary of Community Bank, N. A., itself owned by Community Bank System, Inc. (NYSE: CBU). Nottingham offers asset management and investment advisory services through the use of separately managed accounts to individuals, trusts, corporations, foundations, endowments and pension funds. | Finance |
Citigroup Asset Management (United States)
![]() Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |
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