Tim Richards Email & Phone Number
Chief Compliance Officer @ Apella Capital
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Tim Richards Location
- Chester Springs, PA, US
Tim Richards Work
- 2018 -now Chief Compliance Officer @
- 2017 -now Director @
- 2003 -now Chief Compliance Officer @ The Quaker Investment Trust
- 2003 -2017 Chief Compliance Officer @ The Quaker Funds, Inc.
- 2004 -2006 Chief Compliance Officer @ Community Capital Management, Inc. and Community Reinvestment Act Qualified Inve
- 2001 -2003 Chief Trust Officer @
- 2000 -2003 Director - Wealth Management Group @
Tim Richards Education
- Golden Gate University, School of Law
LL.M. (Taxation)
1994-1996 - Golden Gate University, School of Law
JD
1991-1994 - University of Nevada, Reno
BS (Business Administration (Finance))
1983-1988
Tim Richards Skills
- Securities
- Securities Regulation
- Wealth Management
- Mutual Funds
- Estate Planning
- Hedge Funds
- Alternative Investments
- Financial Services
- Corporate Law
- Investment Management
- Portfolio Management
- Regulatory Compliance
- Legal Compliance
- Philanthropy
- Litigation
- Commercial Litigation
Tim Richards Summary
- Tim Richards, based in Chester Springs, PA, US, is currently a Chief Compliance Officer at Apella Capital, LLC. Tim Richards brings experience from previous roles at Chenery Compliance Group, The Quaker Investment Trust, The Quaker Funds, Inc. and Community Capital Management, Inc. and Community Reinvestment Act Qualified Inve. Tim Richards holds a 1994 - 1996 LL.M. in Taxation @ Golden Gate University, School of Law. With a robust skill set that includes Securities, Securities Regulation, Wealth Management, Mutual Funds, Estate Planning and more. Tim Richards has 1 emails and 1 mobile phone numbers on RocketReach.
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