Rick Hollmann

Gestionnaire de Portefeuille-Actions chez NewEdge Wealth LLC

Profil

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.

Postes actifs de Rick Hollmann

Sociétés	Poste	Début
NewEdge Wealth LLC	Gestionnaire de Portefeuille-Actions	01/09/2021

Formation de Rick Hollmann

Hofstra University

Undergraduate Degree