![Rick Eurich](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Richard S.
Eurich, CFA, is an Equity Research Analyst at Welch & Forbes LLC.
He has over 16 years of investment industry experience.
Mr. Eurich analyzes stocks for purchase in client portfolios.
He is also responsible for the firm’s investment performance reporting and analysis.
Prior to joining Welch & Forbes in 2012, Mr. Eurich was formerly an Analyst at Barry Investment Advisors and Angel Island Partners.
He started his career at Cambridge Associates.
He received his Bachelor’s Degree from Reed College and his Graduate Diploma in Accounting and Finance from the London School of Economics.
Mr. Eurich is also a CFA charterholder.
Aktive Positionen von Rick Eurich
Unternehmen | Position | Beginn |
---|---|---|
Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 01.01.2012 |
Ehemalige bekannte Positionen von Rick Eurich
Unternehmen | Position | Ende |
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Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Angel Island Partners LLC
![]() Angel Island Partners LLC Investment ManagersFinance Founded in 2012, Angel Island Partners LLC is a hedge fund manager located in San Francisco. | Corporate Officer/Principal | - |
SCS Financial Services LLC
![]() SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Barry Investment Advisors LLC
![]() Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Corporate Officer/Principal | - |
Ausbildung von Rick Eurich
The Reed Institute | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Finance |
Barry Investment Advisors LLC
![]() Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Finance |
Angel Island Partners LLC
![]() Angel Island Partners LLC Investment ManagersFinance Founded in 2012, Angel Island Partners LLC is a hedge fund manager located in San Francisco. | Finance |
SCS Financial Services LLC
![]() SCS Financial Services LLC Investment ManagersFinance SCS Financial Services LLC provides investment management services. It offers services in both traditional and alternative categories as well as tax, trust and estate planning, asset protection, philanthropic strategy, and family office services. The company was founded by Peter H. Mattoon Antony J. Abbiati, Douglas R. Ederle, Stephen V. Kenney and William C. Walser in 2002 and is headquartered in Boston, MA. | Finance |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |