Rich Spinner

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Profile

Mr. Richard S.
Spinner is a Senior Financial Advisor at Edge Wealth Management LLC.
He has over 20 years of institutional bond sales experience.
Mr. Spinner was previously employed as a Vice President by Salomon Smith Barney, Inc. and an Associate Director by Sandler O'Neill & Partners Corp.
He also served on the board at Deutsche Bank Capital Corp.
and Nomura Asset Capital Corp.
He joined the firm from Merrill Lynch where he was a Financial Advisor, working extensively with all financial products.
He is a graduate of SUNY Buffalo.
He has the CFP certification and is also a ChFC charterholder.

Former positions of Rich Spinner

Companies	Position	End
Edge Wealth Management LLC Edge Wealth Management LLC Investment ManagersFinance Edge aims to maximize investment returns while preserving capital via diversification and risk management, with an emphasis on income generation, growth, and tax efficiency. They seek to allocate capital to industries with secular growth prospects.	Portfolio Manager-Equities	30/06/2020
Deutsche Bank Capital Corp. Deutsche Bank Capital Corp. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
Nomura Asset Capital Corp Nomura Asset Capital Corp Financial ConglomeratesFinance Provides financing to and invests in hotels	Corporate Officer/Principal	-
Sandler O'Neill & Partners Corp. Sandler O'Neill & Partners Corp. Investment Banks/BrokersFinance Operates as a investment banking firm and broker dealer focused on the financial services sector	Corporate Officer/Principal	-
Salomon Smith Barney, Inc. Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-

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Training of Rich Spinner

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Linked companies

Private companies	6
Sandler O'Neill & Partners Corp. Sandler O'Neill & Partners Corp. Investment Banks/BrokersFinance Operates as a investment banking firm and broker dealer focused on the financial services sector	Finance
Nomura Asset Capital Corp Nomura Asset Capital Corp Financial ConglomeratesFinance Provides financing to and invests in hotels	Finance
State University of New York at Buffalo State University of New York at Buffalo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deutsche Bank Capital Corp. Deutsche Bank Capital Corp. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Salomon Smith Barney, Inc. Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Edge Wealth Management LLC Edge Wealth Management LLC Investment ManagersFinance Edge aims to maximize investment returns while preserving capital via diversification and risk management, with an emphasis on income generation, growth, and tax efficiency. They seek to allocate capital to industries with secular growth prospects.	Finance