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Postes actifs de Christopher Rich
Sociétés | Poste | Début | Fin |
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EnRich Financial Partners LLC
![]() EnRich Financial Partners LLC Investment ManagersFinance EnRich Financial Partners LLC provides financial planning and investment management services to help clients attain financial peace in planning for retirement. The American company acts as the Family's Chief Financial Officer to assist clients in achieving their financial goals. | Compliance Officer | 01/06/2003 | - |
Fondateur | 01/06/2003 | - | |
Gestionnaire de Portefeuille-Actions | 01/06/2003 | - |
Historique de carrière de Christopher Rich
Anciens postes connus de Christopher Rich
Sociétés | Poste | Début | Fin |
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RMR Wealth Advisors LLC
![]() RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Directeur en chef des Investissements | 01/01/2003 | 31/12/2009 |
Membre du Comité d'Investissement | 01/01/2003 | 31/12/2009 | |
Gestionnaire de Portefeuille-Actions | 01/01/2003 | 31/12/2009 | |
Portfolio Manager-Fixed Income | 01/01/2003 | 31/12/2009 | |
Corporate Officer/Principal | 01/01/2003 | 31/12/2009 |
Formation de Christopher Rich
University of Wisconsin | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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RMR Wealth Advisors LLC
![]() RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Finance |
EnRich Financial Partners LLC
![]() EnRich Financial Partners LLC Investment ManagersFinance EnRich Financial Partners LLC provides financial planning and investment management services to help clients attain financial peace in planning for retirement. The American company acts as the Family's Chief Financial Officer to assist clients in achieving their financial goals. | Finance |
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