Profil
Richard Brown Worley is the founder of Permit Capital GP, Inc., founded in 2002, serving as President.
Mr. Worley is the founder of Permit Capital LLC, founded in 2002, serving as Senior Advisor.
Mr. Worley is currently Director at LB Hercules Holdings LLC, The Colonial Williamsburg Foundation, and Kimmel Center, Inc. Mr. Worley is currently Trustee at the University of Pennsylvania and National Constitution Center.
Former positions include Chairman at Miller Anderson & Sherrerd; Chairman at The Philadelphia Orchestra Association from 2009 to 2019; Director at Putnam California Investment Grade Municipal Trust, Putnam High Income Opportunities Trust, Putnam Investment Grade Municipal Trust, Putnam Municipal Bond Fund; Director at Putnam Managed Municipal Income Trust and Putnam Municipal Opportunities Trust from 2004 to 2010; Director at Putnam Premier Income Trust from 2004 to 2009; Managing Director at Morgan Stanley; Trustee at Putnam High Yield Municipal Trust from 2004 to 2008; Trustee at Putnam Master Intermediate Income Trust, The Robert Wood Johnson Foundation, and High Income Securities Fund; Chief Executive & Investment Officer at Morgan Stanley Investment Management, Inc.; President, Chief Executive & Investment Officer at Morgan Stanley Dean Witter & Co. Education includes graduate degree from The University of Texas at Austin and undergraduate degree from the University of Tennessee.
Postes actifs de Richard Brown Worley
| Sociétés | Poste | Début |
|---|---|---|
Permit Capital GP, Inc.
Permit Capital GP, Inc. Investment ManagersFinance Provides investment advice | President | 01/07/2002 |
The Colonial Williamsburg Foundation
The Colonial Williamsburg Foundation Miscellaneous Commercial ServicesCommercial Services Foundation | Directeur/Membre du Conseil | - |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | 17/12/2009 |
National Constitution Center
National Constitution Center Internet Software/ServicesTechnology Services Operates a platform for constitutional education and debate | Directeur/Membre du Conseil | 17/12/2009 |
LB Hercules Holdings LLC
LB Hercules Holdings LLC Investment ManagersFinance Provides investment management and broker dealer services | Directeur/Membre du Conseil | 19/08/2010 |
Permit Capital LLC
Permit Capital LLC Investment ManagersFinance Permit Capital follows an investing philosophy which seeks to identify securities trading at a discount to intrinsic value. Their investment approach is bottom-up and focused on the valuation of the securities of individual companies. They adjust the portfolios of the Permit Funds by reacting to opportunities presented by the marketplace as prices diverge from their assessment of value. The firm’s assessment of investment value is based on their own fundamental research as well as numerous sources of publicly available information. | Fondateur | 01/01/2002 |
Kimmel Center, Inc.
Kimmel Center, Inc. Media ConglomeratesConsumer Services Provides performing art services for jazz, classical, world, pop, dance and broadway performances | Directeur/Membre du Conseil | - |
Anciens postes connus de Richard Brown Worley
| Sociétés | Poste | Fin |
|---|---|---|
The Philadelphia Orchestra Association
The Philadelphia Orchestra Association Movies/EntertainmentConsumer Services Operates orchestra's | Président | 20/11/2019 |
Putnam California Investment Grade Municipal Trust
Putnam California Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Directeur/Membre du Conseil | 10/11/2010 |
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Formation de Richard Brown Worley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 25 |
|---|---|
Putnam California Investment Grade Municipal Trust
Putnam California Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Putnam High Yield Municipal Trust
Putnam High Yield Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Putnam Investment Grade Municipal Trust
Putnam Investment Grade Municipal Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
LB Hercules Holdings LLC
LB Hercules Holdings LLC Investment ManagersFinance Provides investment management and broker dealer services | Finance |
The Robert Wood Johnson Foundation
The Robert Wood Johnson Foundation Investment Trusts/Mutual FundsMiscellaneous RWJF seeks to earn an investment return that, over time, equals or exceeds the sum of its annual spending, as a percentage of the Foundation’s assets plus the rate of inflation. This balance of investment return and spending is designed to spread risk and promote a steady, stable flow of support for our grantees. Since the firm focuses their philanthropy on meeting many of the nation’s most critical health challenges, they seek to avoid investments in companies whose businesses are predominantly related to the manufacture, sale, or distribution of firearms, alcohol, cannabis, or tobacco-related products. | Miscellaneous |
Putnam Municipal Bond Fund
Putnam Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Permit Capital GP, Inc.
Permit Capital GP, Inc. Investment ManagersFinance Provides investment advice | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Morgan Stanley Dean Witter & Co.
Morgan Stanley Dean Witter & Co. Investment Banks/BrokersFinance Provides investment banking, credit card issuing and retail brokerage services | Finance |
Putnam High Income Opportunities Trust | Miscellaneous |
High Income Securities Fund
High Income Securities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Putnam Managed Municipal Income Trust
Putnam Managed Municipal Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Putnam Master Intermediate Income Trust
Putnam Master Intermediate Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Putnam Municipal Opportunities Trust
Putnam Municipal Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Putnam Premier Income Trust
Putnam Premier Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miller Anderson & Sherrerd
Miller Anderson & Sherrerd Investment ManagersFinance Money management firm | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Tennessee
University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
National Constitution Center
National Constitution Center Internet Software/ServicesTechnology Services Operates a platform for constitutional education and debate | Technology Services |
The Colonial Williamsburg Foundation
The Colonial Williamsburg Foundation Miscellaneous Commercial ServicesCommercial Services Foundation | Commercial Services |
Kimmel Center, Inc.
Kimmel Center, Inc. Media ConglomeratesConsumer Services Provides performing art services for jazz, classical, world, pop, dance and broadway performances | Consumer Services |
The Philadelphia Orchestra Association
The Philadelphia Orchestra Association Movies/EntertainmentConsumer Services Operates orchestra's | Consumer Services |
Permit Capital LLC
Permit Capital LLC Investment ManagersFinance Permit Capital follows an investing philosophy which seeks to identify securities trading at a discount to intrinsic value. Their investment approach is bottom-up and focused on the valuation of the securities of individual companies. They adjust the portfolios of the Permit Funds by reacting to opportunities presented by the marketplace as prices diverge from their assessment of value. The firm’s assessment of investment value is based on their own fundamental research as well as numerous sources of publicly available information. | Finance |
















