![Richard Keith Martino](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Richard K.
Martino is an Advisor & Portfolio Manager at Carnegie Lake Advisors LLC.
He has a deep knowledge of wealth management that spans municipal bonds and equities as well as insurance products such as fixed and variable annuities.
Mr. Martino was previously employed as a Principal by American Express Co. He also served on the board at Highlander Capital Management LLC.
He has a Bachelor of Science in Pharmacy from Long Island University.
Aktive Positionen von Richard Keith Martino
| Unternehmen | Position | Beginn |
|---|
Ehemalige bekannte Positionen von Richard Keith Martino
| Unternehmen | Position | Ende |
|---|---|---|
Highlander Capital Management LLC
 Highlander Capital Management LLC Investment ManagersFinance HCM seeks to generate superior investment performance while navigating through favorable and less favorable market conditions. The firm employs a value-driven and growth at a reasonable price style of investing and utilizes a disciplined long-term investment process. This disciplined approach refers to a structured and orderly method of analysis, which attempts to minimize the corrosive impact that emotional factors often have on the investment decision-making process. By applying this approach to creating Equity Portfolios for capital appreciation, Balanced Portfolios designed to produce capital appreciation while generating current income, and Fixed Income Portfolios for principal preservation, they construct a portfolio with attractive return potential. | Analyst-Equity | 17.07.2024 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Ausbildung von Richard Keith Martino
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
8
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
American Express Co.
 American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
Highlander Capital Management LLC
Highlander Capital Management LLC Investment ManagersFinance HCM seeks to generate superior investment performance while navigating through favorable and less favorable market conditions. The firm employs a value-driven and growth at a reasonable price style of investing and utilizes a disciplined long-term investment process. This disciplined approach refers to a structured and orderly method of analysis, which attempts to minimize the corrosive impact that emotional factors often have on the investment decision-making process. By applying this approach to creating Equity Portfolios for capital appreciation, Balanced Portfolios designed to produce capital appreciation while generating current income, and Fixed Income Portfolios for principal preservation, they construct a portfolio with attractive return potential. | Finance |
Long Island University
 Long Island University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
