Rich Looney
Director of Finance/CFO at George McKelvey Co., Inc.
Profile
Mr. Richard Looney is a Managing Partner at George McKelvey Co., Inc. He joined George McKelvey Company in 1987 on the trading desk, supporting the Firm's advisors.
Subsequently, he became head of the trading department in 1989.
He is active in local community organizations including the Manasquan Park Property Owners Association and the South Wall Little League.
He is also a member of the Spring Lake Golf Club.
Mr. Looney became a Registered Investment Advisor in 1991.
In 1999, he earned his Supervisory Principal Designation and became a Managing Partner of George McKelvey Company.
He is a member of the company's Board of Directors and serves as Treasurer.
For the past 20 years, he has focused on managing the portfolios of the Firm's Investment Advisory clients.
He has primary oversight of the Firm’s investment selection process and recommended investment lists.
Mr. Looney earned his Bachelor of Science in Economics and Finance from the University of Hartford in 1987.
Rich Looney active positions
Companies | Position | Start |
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George McKelvey Co., Inc.
George McKelvey Co., Inc. Investment ManagersFinance George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Director of Finance/CFO | 31/12/1986 |
Training of Rich Looney
University of Hartford | Undergraduate Degree |
Experiences
Positions held
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1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 1 |
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George McKelvey Co., Inc.
George McKelvey Co., Inc. Investment ManagersFinance George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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