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Career history of Lester Todd Rich
Former positions of Lester Todd Rich
Companies | Position | Start | End |
---|---|---|---|
Meridian Investment Co. | Portfolio Manager-Equities | 31/12/1989 | 30/12/1998 |
The Swarthmore Group, Inc.
![]() The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Portfolio Manager-Equities | 31/12/2014 | - |
First Fidelity Bancorp, Inc. (California) | Corporate Officer/Principal | - | - |
StoneRidge Investment Partners LLC
![]() StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Analyst-Equity | 31/12/1998 | - |
Founder | 12/11/2009 | - | |
Portfolio Manager-Equities | 31/12/1998 | - |
Training of Lester Todd Rich
Pace University | Graduate Degree |
Rutgers State University of New Jersey | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Analyst-Equity | 1 |
Founder | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
StoneRidge Investment Partners LLC
![]() StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Finance |
Meridian Investment Co. | Finance |
First Fidelity Bancorp, Inc. (California) | Finance |
The Swarthmore Group, Inc.
![]() The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
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