Profil
Mr. Randy M.
Ordines is an Executive Vice President at Courier Capital LLC.
He is responsible for the design & development of Courier’s consulting platform.
He directs the Firm’s InvestView Consulting Services used by foundations, corporations, retirement plans and affluent families, nationwide.
In concert with Courier’s professional staff, he works with many of Courier’s largest clients to build, manage, and monitor objectives-based investment programs.
He is the areas foremost expert on the investment process, strategy formation, policy development, manager analysis, and fiduciary compliance.
He also manages the firm’s advisory services for analysis, consultation and management of Asset/Liability Duration matching solutions for bank balance sheets and defined benefit pension plans.
Prior to joining Courier Capital in 1992, Mr. Ordines was Vice President and portfolio manager for HSBC Bank, USA where in addition to managing client portfolios, he also served on the regional Trust Investment Compliance Committee.
Previously, he was regional manager for E.F.
Hutton’s Consulting Service Group.
Mr. Ordines earned his B.A.
degree in Economics from Hobart College.
Anciens postes connus de Randy Michael Ordines
| Sociétés | Poste | Fin |
|---|---|---|
Courier Capital LLC
 Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Membre du Comité d'Investissement | 02/08/2021 |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | 31/12/1991 |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Formation de Randy Michael Ordines
| Hobart & William Smith Colleges | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
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Courier Capital LLC
Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
