Richard Paul Halverson

Richard Paul Halverson

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Finance
Consumer Services

Profil

Mr. Richard P.
Halverson is a Principal at Great Northern Asset Management, Inc. Before joining Great Northern Capital Mr. Halverson was president of the specialty investment advisory firm of C.H.
Brown Company, Inc., from 1986 to 1994.
While at Brown he developed several highly sophisticated computer investment systems.
These include a return enhanced model for core cash, a high growth model for S&P 500 stocks, and a market neutral equity model.
From 1977 to 1986 he was with First Trust Company Inc. (and its predecessor First Trust Company of St. Paul).
During that period he held a number of increasingly responsible executive positions including Senior Vice President and Group Head of Institutional Trust Services with responsibility for $6.9 billion of institutional trust assets; Executive Vice President and Chief Investment Officer with fiduciary and investment responsibility for assets in excess of $5.2 billion.
From 1968 to 1977 he was with Waddell & Reed, Inc., manager of the United Mutual Fund, with assets in excess of $2.2 billion.
He served as Vice President, Portfolio Manager of two funds, and member of the Investment Committee.
Mr. Halverson received a Master of Business Administration degree from Harvard University with a concentration in finance.
He graduated with Distinction and was named a Baker Scholar.
He received his Bachelor of Science degree in Banking and Finance from the University of Utah, where he graduated Magna Cum Laude.
Mr. Halverson holds the respected Chartered Financial Analyst designation.
In 1994 he received the Daniel J.
Forrestal III Leadership Award given by the CFA Institute.

Ehemalige bekannte Positionen von Richard Paul Halverson

UnternehmenPositionEnde
Mitglied des Investmentausschusses 31.12.1976
Analyst-Festverzinsliche Wertpapiere 28.04.2009
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Ausbildung von Richard Paul Halverson

Harvard University Masters Business Admin
University of Utah Undergraduate Degree

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