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Thomas Owen Herrick
Directeur en chef des Investissements chez Cary Street Partners Investment Advisory LLC
Postes actifs de Thomas Owen Herrick
Sociétés | Poste | Début | Fin |
---|---|---|---|
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Directeur en chef des Investissements | 01/09/2008 | - |
Cary Street Partners Asset Management LLC
![]() Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Directeur en chef des Investissements | - | - |
Rafalko Advisors, Inc.
![]() Rafalko Advisors, Inc. Investment ManagersFinance Rafalko Advisors, Inc. provides investment advice. The firm provides personal wealth management services and corporate retirement plan services. The company was founded by Celia Rafalko and is headquartered in Glen Allen, VA. | Directeur/Membre du Conseil | - | - |
Historique de carrière de Thomas Owen Herrick
Anciens postes connus de Thomas Owen Herrick
Sociétés | Poste | Début | Fin |
---|---|---|---|
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/2005 | 01/01/2008 |
Traverse Partners LLC
![]() Traverse Partners LLC Investment ManagersFinance Part of Hovnanian Enterprises, Inc., Traverse Partners LLC provides investment advice. The company is based in Mooresville, NC. The company was founded by Jeff Janer. | Corporate Officer/Principal | 01/01/2000 | 01/01/2005 |
Formation de Thomas Owen Herrick
University of Richmond | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Chief Investment Officer | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
Traverse Partners LLC
![]() Traverse Partners LLC Investment ManagersFinance Part of Hovnanian Enterprises, Inc., Traverse Partners LLC provides investment advice. The company is based in Mooresville, NC. The company was founded by Jeff Janer. | Finance |
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Finance |
Cary Street Partners Asset Management LLC
![]() Cary Street Partners Asset Management LLC Investment ManagersFinance Cary Street Partners Asset Management LLC (CSPAM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. Formerly known as Luxon Asset Management LLC, the firm is a wholly owned subsidiary of Cary Street Partners Financial LLC. CSPAM provides third-party asset management for clients of registered investment advisers through advisory programs at various custodians on a discretionary basis. | Finance |
Rafalko Advisors, Inc.
![]() Rafalko Advisors, Inc. Investment ManagersFinance Rafalko Advisors, Inc. provides investment advice. The firm provides personal wealth management services and corporate retirement plan services. The company was founded by Celia Rafalko and is headquartered in Glen Allen, VA. | Finance |
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