Rick Rosenthal Email & Phone Number
Senior Vice President, Senior Wealth Manager @ Lido Advisors, LLC
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Rick Rosenthal Location
- Chicago, IL, US
Rick Rosenthal Work
- Senior Vice President, Senior Wealth Manager @ (May 2024 - Present)
- Senior Portfolio Manager @ (July 2023 - May 2024)
- Senior Portfolio Manager - Vice President @ (January 2012 - June 2023)
- Senior Portfolio Manager - Vice President @ (June 2007 - January 2012)
- Portfolio Manager @ (November 2002 - June 2007)
- Portfolio Analyst @ (October 2000 - September 2002)
- Compliance Analyst @ (January 1998 - January 2000)
- Investment Executive @ (January 1996 - January 1998)
Rick Rosenthal Education
- Loyola Marymount University, College of Business Administration
MBA (Finance & International Business)
2005-2007 - University of Arizona, Eller College of Management
BA (Economics)
1991-1995
Rick Rosenthal Skills
- Investment Portfolios
- Fixed Income Portfolio Management
- Asset Allocation
- Portfolio Management
- Equities
- Asset Managment
- Investments
- Fixed Income
- Wealth Management
- Mutual Funds
- Investment Management
- Trading
- Financial Services
- High Net Worth Individuals
- Alternative Investments
- Hedge Funds
- Quantitative Analytics
- Investment Strategies
- Bloomberg
- Series 7
- Investment Advisory
- Wealth Management Services
- Securities
- Asset Management
- Private Banking
- Bonds
- Relationship Management
- Financial Advisory
- Team Building
- High Net Worth
- Microsoft Excel
- Training
- Institutional
Rick Rosenthal Summary
- Rick Rosenthal, based in Chicago, IL, US, is currently a Senior Vice President, Senior Wealth Manager at Lido Advisors, LLC. Rick Rosenthal brings experience from previous roles at PFM Asset Management LLC, U.S. Bancorp Asset Management, City National Asset Management and Northern Trust. Rick Rosenthal holds a 2005 - 2007 MBA in Finance & International Business @ Loyola Marymount University, College of Business Administration. With a robust skill set that includes Investment Portfolios, Fixed Income Portfolio Management, Asset Allocation, Portfolio Management, Equities and more. Rick Rosenthal has 2 emails and 1 mobile phone numbers on RocketReach.
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