Richard Wolfe Email & Phone Number
Managing Partner @ Saddle River Capital Management
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Richard Wolfe Location
- New York, NY, US
Richard Wolfe Work
- 2004 -now Managing Partner @
- 2004 -now Managing Director @
- 2004 -now Managng Director @
- now Owner @
- now Company Owner @ Wolfe Financial Planning
- now VP Sales @ Thompson Financial Group
- now VP @ Thompson Reuters
- 2000 -2001 VP Marketing @
- now VP Sales @
- now Sr. VP @ S&P
- now VP Sales Management @ S&P
- now Sr VP Sales @ Sandard & Poors
Richard Wolfe Education
- Certified Financial Planner (CFP)
CFP (Financial Planning and Services)
1990-1992 - Fairleigh Dickinson University-Metropolitan Campus
MBA (Finance)
1970-1972 - Case Western Reserve University - Weatherhead School of Management
Bachelor’s Degree (Business/Managerial Economics)
1963-1967 - Fairleigh Dickinson University
- Case Western Reserve University
Bachelor of Science - BS (Business Administration and Management, General)
- Fairleigh Dickinson University
Master of Business Administration - MBA (Financial Planning and Services)
- Case Western Reserve University
BBA (Finance and Financial Management Services)
- Fairleigh Dickinson University
Master of Business Administration - MBA (Finance and Financial Management Services)
Richard Wolfe Skills
- Hedge Funds
- Strategic Financial Planning
- Investment Management
- Retirement Planning
- Finance
- Alternative Investments
- Investments
- Equities
- Asset Management
- Asset Allocation
- Investment Strategies
- Fixed Income
- Mutual Funds
- Series 7
- Wealth Management
- Capital Markets
- Private Equity
- Investment Advisory
- Financial Markets
- Trading
- ETFs
- Financial Advisory
- Financial Planning
- 401k 403b
- Portfolio Management
- Estate Planning
- Management
- Financial Services
- Securities
- Strategic Planning
- Microsoft Excel
- Marketing
- Team Building
- FINRA
- Social Media
- 401k Retirement Savings Plans
- Business Planning
- Financial Analysis
- 401 Retirement Savings Plans
Richard Wolfe Summary
- Richard Wolfe, based in New York, NY, US, is currently a Managing Partner at Saddle River Capital Management. Richard Wolfe brings experience from previous roles at Saddle River Capital Management and Wolfe Financial Planning. Richard Wolfe holds a 1990 - 1992 CFP in Financial Planning and Services @ Certified Financial Planner (CFP). With a robust skill set that includes Hedge Funds, Strategic Financial Planning, Investment Management, Retirement Planning, Finance and more. Richard Wolfe has 3 emails and 3 mobile phone numbers on RocketReach.
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