Ted Rich

Chief Executive Officer at RiverTree Advisors LLC

Finance

Consumer Services

Profile

Mr. Theodore S.
Rich is a Principal at RiverTree Advisors LLC.
He has practiced in the investment industry for 21 years.
He began his career as a Financial Advisor specializing in risk management and estate planning and while working with several independent and national firms, he served a clientele of mostly individual investors.
In 1998, he joined the Orlando office of Robert W.
Baird and Company and early in 1999 was recruited to Baird’s Milwaukee headquarters to join their Corporate and Executive Services team, focusing on the unique needs of corporations, executives and high net worth investors.
In 2002, he left the corporate world and founded Global Capital Advisors, an independent investment advisory firm, and in 2008 merged that firm with Sarasota Asset Management to form Vinoy Capital.
He received his undergraduate degree from the University of Florida.

Ted Rich active positions

Companies	Position	Start
RiverTree Advisors LLC RiverTree Advisors LLC Investment ManagersFinance RiverTree Advisors LLC is an independent, fee-only investment advisory firm based in Winter Park, FL. The private company's philosophy is centered around managing risks rather than managing returns. The company offers a variety of specialized services to meet their clients' specific goals and needs. The company's website provides useful resources such as financial calculators, client logins, and a blog with up-to-date information on news, events, and articles. The company encourages potential clients to explore their website and see how their flexible investment philosophy can lead to a successful client-advisor relationship. The company was founded in 2013, and Theodore Spencer Rich has been the CEO since then.	Chief Executive Officer	30/06/2013

All active positions of Ted Rich

Former positions of Ted Rich

Companies	Position	End
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.	Corporate Officer/Principal	-

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Training of Ted Rich

University of Florida

Undergraduate Degree

Experiences
Positions held

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Private companies