Perfil
Richard Alan Ward is the founder and Chief Investment Officer at Curated Wealth Partners LLC, which is founded in 2018.
He previously worked as a Portfolio Manager at Roxbury Capital Management LLC from 1999 to 2001, and at Robert L.
Bender, Inc. from 2002 to 2007.
He also worked as an Administrator at Bankers Trust Co. (Des Moines, Iowa).
Mr. Ward received his undergraduate degree from Colgate University in 1997.
Cargos activos de Richard Alan Ward
| Empresas | Cargo | Inicio |
|---|---|---|
Curated Wealth Partners LLC
 Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families. | Fundador | 01/08/2018 |
Antiguos cargos conocidos de Richard Alan Ward.
| Empresas | Cargo | Fin |
|---|---|---|
Robert L. Bender, Inc.
 Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Analyst-Equity | 31/12/2007 |
Roxbury Capital Management LLC
 Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | 31/12/2001 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - |
Formación de Richard Alan Ward.
| Colgate University | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Robert L. Bender, Inc.
Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Finance |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Curated Wealth Partners LLC
Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families. | Finance |
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