Patrick Noel Rush
Portfolio Manager-Aktien bei OneDigital Investment Advisors LLC
Profil
Mr. Patrick N.
Rush is a Senior Vice President of Retirement & Wealth at OneDigital Investment Advisors LLC.
Prior to joining OneDigital, He was the Chief Executive Officer and owner of Triad Financial Advisors, which was acquired by OneDigital in 2023.
He holds a degree in Financial Markets & Trading from the Illinois Institute of Technology.
He also earned his MBA with a concentration in Finance from the Stuart School of Business.
Aktive Positionen von Patrick Noel Rush
| Unternehmen | Position | Beginn |
|---|---|---|
OneDigital Investment Advisors LLC
 OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Portfolio Manager-Aktien | 01.08.2023 |
Ehemalige bekannte Positionen von Patrick Noel Rush
| Unternehmen | Position | Ende |
|---|---|---|
Triad Financial Advisors, Inc.
 Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Vorstandsvorsitzender | 01.09.2023 |
Ausbildung von Patrick Noel Rush
| Illinois Institute of Technology | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities. | Finance |
Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Finance |
