Richard E. Stierwalt
Chief Executive Officer at United Benefits & Pension Services, Inc.
Profile
Richard E.
Stierwalt has been President, Chief Executive Officer and Founder of United Benefits & Pension Services, Inc. since March 9, 2005.
Mr. Stierwalt is a Trustee and Chairman for the Finance Committee of the University of Indianapolis.
He is Vice Chairman of the Saratoga Group of Mutual Funds and an Owner of Saratoga Capital Management.
Mr. Stierwalt has been President and Chief Executive Officer of Duncan since November 2004.
Prior to joining Duncan, he served as Managing Partner of New Shorehaven LLC.
From 1998 to 2003, Mr. Stierwalt served as Chief Executive Officer of Orbitex Financial Services Group.
He served as the President-Investment Services of The BISYS Group, Inc. and Chairman and Chief Executive Officer of Concord Holding Corporation, which he co-founded in 1987.
Mr. Stierwalt served as First Vice President of Security Pacific National Bank from 1983 to 1987.
He is an OPM graduate of Harvard University.
Mr. Stierwalt received an Associate degree in Banking and Finance and a BA degree in Economics from the University of Indianapolis.
He attended the Stonier Graduate School of Banking at Rutgers University.
Richard E. Stierwalt active positions
| Companies | Position | Start |
|---|---|---|
United Benefits & Pension Services, Inc.
 United Benefits & Pension Services, Inc. Investment ManagersFinance United Benefits & Pension Service, Inc. Functions as a Pension/Retirement Fund. It consolidates retirement benefit plan outsourcing and technology. The company was founded in 2006 and is headquartered in New York, NY. | Chief Executive Officer | - |
Concord Holding Corp.
 Concord Holding Corp. Investment Banks/BrokersFinance Part of Citigroup, Inc., Concord Holding Corp. is a mutual fund concern. The company is based in New York, NY. Concord Holding was acquired by The BISYS Group, Inc. on March 29, 1995 for $120 million. | Corporate Officer/Principal | 31/12/1986 |
| University of Indianapolis | Director/Board Member | - |
Former positions of Richard E. Stierwalt
| Companies | Position | End |
|---|---|---|
National Investment Managers, Inc.
 National Investment Managers, Inc. Investment ManagersFinance National Investment Managers, Inc. engages in the provision of financial services. Its services include third party retirement plans, administration services, and selling insurance and annuity products. The company was founded in April 1981 and is headquartered in Dublin, OH. | President | 31/12/2005 |
| Security Pacific National Bank | Corporate Officer/Principal | 31/12/1986 |
Concord Holding Corp.
Concord Holding Corp. Investment Banks/BrokersFinance Part of Citigroup, Inc., Concord Holding Corp. is a mutual fund concern. The company is based in New York, NY. Concord Holding was acquired by The BISYS Group, Inc. on March 29, 1995 for $120 million. | Chairman | - |
Orbitex Financial Services Group
 Orbitex Financial Services Group Investment Banks/BrokersFinance Orbitex Financial Services Group provides investment advisory services for mutual funds. The private company is based in New York, NY and has subsidiaries in the United States. | President | - |
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY. | Corporate Officer/Principal | - |
Training of Richard E. Stierwalt
| Harvard University | Undergraduate Degree |
| University of Indianapolis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
The BISYS Group, Inc.
The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY. | Technology Services |
National Investment Managers, Inc.
National Investment Managers, Inc. Investment ManagersFinance National Investment Managers, Inc. engages in the provision of financial services. Its services include third party retirement plans, administration services, and selling insurance and annuity products. The company was founded in April 1981 and is headquartered in Dublin, OH. | Finance |
Orbitex Financial Services Group
Orbitex Financial Services Group Investment Banks/BrokersFinance Orbitex Financial Services Group provides investment advisory services for mutual funds. The private company is based in New York, NY and has subsidiaries in the United States. | Finance |
Duncan Capital Financial Group, Inc.
 Duncan Capital Financial Group, Inc. Investment ManagersFinance Duncan Capital Financial Group, Inc. provides pension consulting and administration services. It focuses primarily retirement plans, financial, and investment advisory services to small and medium sized businesses. The company was founded on November 2004 and is headquartered in New York, NY. | Finance |
United Benefits & Pension Services, Inc.
United Benefits & Pension Services, Inc. Investment ManagersFinance United Benefits & Pension Service, Inc. Functions as a Pension/Retirement Fund. It consolidates retirement benefit plan outsourcing and technology. The company was founded in 2006 and is headquartered in New York, NY. | Finance |
Concord Holding Corp.
Concord Holding Corp. Investment Banks/BrokersFinance Part of Citigroup, Inc., Concord Holding Corp. is a mutual fund concern. The company is based in New York, NY. Concord Holding was acquired by The BISYS Group, Inc. on March 29, 1995 for $120 million. | Finance |
Associated Third Party Administrators, Inc.
 Associated Third Party Administrators, Inc. Investment ManagersFinance Associated Third Party Administrators, Inc. provides employee benefit plan administration services. It offers administrative services to labour/management trust funds and public employee/employer benefit plans. The company was founded in January 1994 and is headquartered in Alameda, CA. | Finance |
| Security Pacific National Bank | Finance |
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