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Rich Krafcik
Director Ejecutivo en Cobblestone Asset Management LLC .
Cargos activos de Rich Krafcik
Empresas | Cargo | Inicio | Fin |
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Cobblestone Asset Management LLC
![]() Cobblestone Asset Management LLC Investment ManagersFinance Cobblestone Asset Management LLC provides personalized and hands-on financial services, including investment management, financial planning, and consulting services. Cobblestone Asset Management is based in Richmond, VA. Richard Robert Krafcik has been the CEO of the private company since 2007. The company focuses on educating clients about financial concepts and helping them make informed decisions. | Director Ejecutivo | 01/01/2007 | - |
Oficial de Cumplimiento | 01/01/2007 | - |
Historial de carrera de Rich Krafcik
Antiguos cargos conocidos de Rich Krafcik.
Empresas | Cargo | Inicio | Fin |
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Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Corporate Officer/Principal | 01/12/2006 | 01/06/2019 |
National Planning Corp.
![]() National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Corporate Officer/Principal | 01/09/2011 | 01/11/2017 |
Voya Financial Advisors, Inc.
![]() Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Corporate Officer/Principal | 01/01/2007 | 01/09/2011 |
Formación de Rich Krafcik.
University of Florida | Masters Business Admin |
Virginia Commonwealth University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Sectorial
Finance | 5 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Cobblestone Asset Management LLC
![]() Cobblestone Asset Management LLC Investment ManagersFinance Cobblestone Asset Management LLC provides personalized and hands-on financial services, including investment management, financial planning, and consulting services. Cobblestone Asset Management is based in Richmond, VA. Richard Robert Krafcik has been the CEO of the private company since 2007. The company focuses on educating clients about financial concepts and helping them make informed decisions. | Finance |
Stack Financial Management, Inc.
![]() Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
Voya Financial Advisors, Inc.
![]() Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Finance |
National Planning Corp.
![]() National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Finance |
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