Perfil
Mr. Richard C.
LoPresti is Wealth Manager & Managing Director at Baker Avenue Asset Management LP.
Prior to joining BakerAvenue in May 2012, Mr. LoPresti served as an Account Executive at Fidelity Investments where he focused on all aspects and risks of wealth management, from accumulation of assets to preserving, distributing and transferring wealth to future generations.
Prior to his work at Fidelity, he began his finance career with E*TRADE Financial in New York City.
He was previously employed as Account Director by Engage121, Inc., Financial Advisor by Private Co., Financial Specialist by Wachovia Bank NA, Charlotte, North Carolina, and Financial Advisor by Charles Schwab & Co., Inc.
Mr. LoPresti received his Bachelor of Science degree in Finance from Pace University in 2000 and an M.B.A.
degree from AIU in 2005.
He holds Certified Financial Planner and Certified Wealth Strategist designations.
Antiguos cargos conocidos de Rich LoPresti.
| Empresas | Cargo | Fin |
|---|---|---|
Engage121, Inc.
 Engage121, Inc. Packaged SoftwareTechnology Services Engage121, Inc. provides communications software and services to national franchisors, dealerships, and direct sellers. The firm’s services include SMA and Enterprise and Local Edition. The company was founded by Jon B. Victor in 1998 and is headquartered in Norwalk, CT. | Comptroller/Controller/Auditor | 31/03/2012 |
Private Co.
 Private Co. Packaged SoftwareTechnology Services Private Co. provides integrated business performance Internet site services for small to medium size businesses. The company also provides industry performance data and assessment tools for small to medium size companies. The company was headquartered in Chester, NJ. | Oficial de Cumplimiento | 30/09/2011 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 30/09/2010 |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 30/09/2005 |
| E*TRADE FINANCIAL, LLC | Corporate Officer/Principal | - |
Formación de Rich LoPresti.
| Pace University | Undergraduate Degree |
| American InterContinental University System, Inc. | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 7 |
|---|---|
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
E*TRADE Financial Corp.
 E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
Engage121, Inc.
Engage121, Inc. Packaged SoftwareTechnology Services Engage121, Inc. provides communications software and services to national franchisors, dealerships, and direct sellers. The firm’s services include SMA and Enterprise and Local Edition. The company was founded by Jon B. Victor in 1998 and is headquartered in Norwalk, CT. | Technology Services |
Private Co.
Private Co. Packaged SoftwareTechnology Services Private Co. provides integrated business performance Internet site services for small to medium size businesses. The company also provides industry performance data and assessment tools for small to medium size companies. The company was headquartered in Chester, NJ. | Technology Services |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
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