Paul Herman Lundmark
Portfolio Manager-Fixed Income at Richmond Capital Management, Inc.
Profile
Mr. Paul H.
Lundmark, CFA MBA, is Managing Director & Portfolio Manager at Richmond Capital Management, Inc. He has 18 years experience on Richmond Capital team.
Prior to joining Richmond, Mr. Lundmark was employed as a Principal by USAA Investment Management Co., Home Life Insurance Co., and Washington Square Capital, Inc.
Mr. Lundmark received his B.S.
in Business from the University of Minnesota in 1983 and an M.B.A.
in Business Administration from the University of Minnesota in 1987.
Paul Herman Lundmark active positions
Companies | Position | Start |
---|---|---|
Richmond Capital Management, Inc.
Richmond Capital Management, Inc. Investment ManagersFinance Richmond Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1982 and offers fixed income investment management services to pension plans, endowments, foundations, insurance companies, nonprofits, and Taft-Hartley plans. Richmond Capital Management is a signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Fixed Income | 2003-02-28 |
Former positions of Paul Herman Lundmark
Companies | Position | End |
---|---|---|
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Corporate Officer/Principal | - |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Portfolio Manager-Equities | - |
Training of Paul Herman Lundmark
University of Minnesota | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Richmond Capital Management, Inc.
Richmond Capital Management, Inc. Investment ManagersFinance Richmond Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1982 and offers fixed income investment management services to pension plans, endowments, foundations, insurance companies, nonprofits, and Taft-Hartley plans. Richmond Capital Management is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Finance |
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