Richard Steinmeier
Corporate Officer/Principal bei LPL FINANCIAL HOLDINGS INC.
Vermögen: 9 Mio $ am 31.05.2024
Profil
Richard Steinmeier is currently the Director at The Invest In Others Charitable Foundation and the MD, President-Business Strategy & Growth at LPL Financial Holdings, Inc. He previously worked as the Director-Business Development at Merrill Lynch & Co., Inc. and as the Head-Digital Strategy & Platforms at UBS Financial Services, Inc. He also worked as an Engagement Manager at McKinsey & Co., Inc. from 2002 to 2006.
Mr. Steinmeier holds an MBA from Stanford University and an undergraduate degree from The Wharton School of the University of Pennsylvania.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 11.03.2024 | 32 960 ( 0,04% ) | 9 Mio $ | 31.05.2024 |
Aktive Positionen von Richard Steinmeier
| Unternehmen | Position | Beginn |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | 15.08.2018 |
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Direktor/Vorstandsmitglied | 02.12.2019 |
Ehemalige bekannte Positionen von Richard Steinmeier
| Unternehmen | Position | Ende |
|---|---|---|
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | 01.01.2006 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Ausbildung von Richard Steinmeier
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private Unternehmen | 4 |
|---|---|
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Commercial Services |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
