David Richter Email & Phone Number
Chief Investment Officer and Managing Director
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David Richter Location
- Chicago, IL, US
David Richter Work
- 2017 -now Chief Investment Officer and Managing Director @ Arboretum Wealth & Trust Management
- 2013 -now Commissioner @
- 2015 -2017 Managing Director and Senior Portfolio Manager @ Arboretum Wealth & Trust Management
- 2011 -2015 Portfolio Officer @
- 1998 -2011 Portfolio Manager @ Talon Asset Management
- 1992 -1998 Assistant Portfolio Manager @ Harris Trust and Savings Bank
David Richter Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master’s Degree (Wealth Management)
2013-2015 - DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration with a specialization in Finance
1993-1995 - Embry Riddle Aeronautical University-Prescott
BS (Aeronautical Science)
1987-1990
David Richter Skills
- CFA
- CFP Candidate
- Hedge Funds
- Asset Allocation
- Equity Research
- Alternative Investments
- Investment Management
- Fixed Income
- Equities
- Bloomberg
- Portfolio Management
- Asset Managment
- Mutual Funds
- Investments
- Asset Management
- Wealth Management
- High Net Worth Individuals
- Banking
- Chartered Financial Analyst
- Mergers & Acquisitions
- Finance
- High Net Worth
- Chartered Financial
- Marketing
- Mergers and Acquisitions
David Richter Summary
- David Richter, based in Chicago, IL, US, is currently a Chief Investment Officer and Managing Director at Arboretum Wealth & Trust Management. David Richter brings experience from previous roles at Lisle Park District, Arboretum Wealth & Trust Management, BNY Mellon and Talon Asset Management. David Richter holds a 2013 - 2015 Master’s Degree in Wealth Management @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes CFA, CFP Candidate, Hedge Funds, Asset Allocation, Equity Research and more. David Richter has 1 emails and 2 mobile phone numbers on RocketReach.
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