Profile
Mr. Richard McCloskey, CFA, is Client Portfolio Manager at New Amsterdam Partners LLC.
He joined New Amsterdam in 2005 from WestAM, where he focused on Consultant Relations from 2001.
From 1998 to 2001, Mr. McCloskey was a Senior Consultant Analyst at the Frank Russell Company working with the nation's largest plan sponsors.
From 1995 to 1998, he was a Divisional Vice President at PaineWebber where he managed a client service team to PaineWebber's institutional consulting clients.
From 1994 to 1995, Mr. McCloskey was a Due Diligence Analyst at DeanWitter, in support of their wrap and managed accounts programs.
He began his career in 1992 at SEI Corporation focusing on the client service needs of SEI's traditional consulting clients.
Mr. McCloskey received a Bachelor of Arts degree in Economics from the University of Pennsylvania in 1992.
He is a CFA Charterholder.
Former positions of Richard McCloskey
Companies | Position | End |
---|---|---|
WestAM LLC
WestAM LLC Investment Banks/BrokersFinance WestAM LLC provides asset management services. The private company is based in Dusseldorf, DE and has subsidiaries in the United States. | Corporate Officer/Principal | 30/12/2004 |
Frank Russell Co. Ltd.
Frank Russell Co. Ltd. Financial ConglomeratesFinance Part of Russell Investment Management LLC, Frank Russell Co. Ltd. is a company based in Paris, France. | Corporate Officer/Principal | 30/12/2000 |
PaineWebber, Inc. | Corporate Officer/Principal | 30/12/1997 |
Dean Witter Reynolds, Inc. | Analyst-Equity | 30/12/1994 |
Training of Richard McCloskey
University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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WestAM LLC
WestAM LLC Investment Banks/BrokersFinance WestAM LLC provides asset management services. The private company is based in Dusseldorf, DE and has subsidiaries in the United States. | Finance |
PaineWebber, Inc. | Finance |
Dean Witter Reynolds, Inc. | Finance |
Frank Russell Co. Ltd.
Frank Russell Co. Ltd. Financial ConglomeratesFinance Part of Russell Investment Management LLC, Frank Russell Co. Ltd. is a company based in Paris, France. | Finance |
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