Profil
Mr. David J.
Reichle is a Managing Director & Principal at Robertson Stephens Wealth Management LLC.
His portfolio management and advisory experience spans over 25 years and he brings a seasoned perspective to portfolio construction and practice management.
Prior to Robertson Stephens, he co-founded Rain Capital.
He was the Chief Portfolio Strategist and was responsible for the overall investment philosophy, portfolio construction, and managing client assets.
He was also the firm’s Chief Compliance Officer.
Prior to co-founding Rain Capital, he was a co-founder, President and Chief Investment Officer of one of the early Portland-based RIA’s, Pacific Investment Advisors (PIA).
Under his leadership, PIA was one of the early adopters of incorporating non-traditional assets into the portfolio construction process.
Subsequently, he merged his practice into Arnerich Massena, where he was Director of the Wealth Management Group.
He holds a B.A. in Economics from the University of Delaware.
Aktive Positionen von David John Reichle
| Unternehmen | Position | Beginn |
|---|---|---|
Robertson Stephens Wealth Management LLC (Invt Mgmt)
Robertson Stephens Wealth Management LLC (Invt Mgmt) Investment ManagersFinance RSWM-IM maintains a disciplined focus on both near-term safety and income needs and long-term wealth protection and growth. Their portfolio solutions begin with disciplined asset allocation and rigorous manager selection. The firm integrates thematic ideas with traditional and alternative strategies and provides a spectrum of fundamental risk and return profiles, as well as attractive, long-term, risk-adjusted returns. Additionally, they perform comprehensive fundamental and quantitative analysis in our decision-making process. | Portfolio Manager-Aktien | 01.07.2024 |
Ehemalige bekannte Positionen von David John Reichle
| Unternehmen | Position | Ende |
|---|---|---|
Rain Capital Management LLC
Rain Capital Management LLC Investment ManagersFinance Rain’s investment strategies are tailored to investors with a long-time horizon and an appreciation for an institutional style of investing. The firm seeks competitive after-tax, risk-adjusted rates of return given their respective objectives and values. | Compliance Officer | 01.06.2024 |
Pacific Investment Advisors LLC
Pacific Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena uses a combination of optimization modeling and their own capital market, asset class and risk and return assumptions to assist in the construction of portfolios and in determining allocations to investment managers in various asset classes. | Mitglied des Investmentausschusses | - |
Ausbildung von David John Reichle
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
University of Delaware
University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena uses a combination of optimization modeling and their own capital market, asset class and risk and return assumptions to assist in the construction of portfolios and in determining allocations to investment managers in various asset classes. | Finance |
Pacific Investment Advisors LLC
Pacific Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Rain Capital Management LLC
Rain Capital Management LLC Investment ManagersFinance Rain’s investment strategies are tailored to investors with a long-time horizon and an appreciation for an institutional style of investing. The firm seeks competitive after-tax, risk-adjusted rates of return given their respective objectives and values. | Finance |
Robertson Stephens Wealth Management LLC (Invt Mgmt)
Robertson Stephens Wealth Management LLC (Invt Mgmt) Investment ManagersFinance RSWM-IM maintains a disciplined focus on both near-term safety and income needs and long-term wealth protection and growth. Their portfolio solutions begin with disciplined asset allocation and rigorous manager selection. The firm integrates thematic ideas with traditional and alternative strategies and provides a spectrum of fundamental risk and return profiles, as well as attractive, long-term, risk-adjusted returns. Additionally, they perform comprehensive fundamental and quantitative analysis in our decision-making process. | Finance |
















