F. Richard Splan
Profile
Mr. Splan joined Ashfield Capital Partners, LLC in 2001.
Prior to that, he served as Midwestern Regional Director for Palleym Needelman Asset Management and First Vice President at Salomon Smith Barney.
He also served as a Financial Consultant for Merrill Lynch.
Mr. Splan earned an undergraduate degree from Syracuse University.
Former positions of F. Richard Splan
| Companies | Position | End |
|---|---|---|
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Sales & Marketing | - |
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
Ashfield Capital Partners LLC
 Ashfield Capital Partners LLC Investment ManagersFinance Ashfield Capital Partners LLC is a SEC-registered investment advisor headquartered in San Francisco, California. It was founded in 1973 and is a subsidiary of ACO Partners LLC in Canada. Ashfield Capital Partners provides investment advisory services to individuals and families, family offices, trusts and estates, and partnerships, and to institutional clients including corporate pension and profit-sharing plans, charitable institutions, and foundations. | Sales & Marketing | - |
Training of F. Richard Splan
| Syracuse University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Ashfield Capital Partners LLC
Ashfield Capital Partners LLC Investment ManagersFinance Ashfield Capital Partners LLC is a SEC-registered investment advisor headquartered in San Francisco, California. It was founded in 1973 and is a subsidiary of ACO Partners LLC in Canada. Ashfield Capital Partners provides investment advisory services to individuals and families, family offices, trusts and estates, and partnerships, and to institutional clients including corporate pension and profit-sharing plans, charitable institutions, and foundations. | Finance |
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
| Salomon Smith Barney, Inc. | Finance |
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