Rich Chesterton
Chief Investment Officer at Inverness Counsel LLC
Profile
Mr. Richard H.
Chesterton, CFA MBA, is a Chief Investment Officer at Inverness Counsel LLC.
He is also the Chair of the Investment Committee.
In addition to managing portfolios for high net worth clients, he leads our equity and third-party manager selection process.
Prior to joining Inverness in 2007, Mr. Chesterton was a Vice President at U.S.
Trust where he was most recently a portfolio manager working with high net worth clients.
His previous roles were an equity analyst and a member of the open architecture investment team.
He earned a BS from North Carolina State University in 1998 and an MBA from Columbia University in 2003.
Rich Chesterton active positions
Companies | Position | Start |
---|---|---|
Inverness Counsel LLC
Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Chief Investment Officer | 2014-12-31 |
Former positions of Rich Chesterton
Companies | Position | End |
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United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Portfolio Manager-Equities | 2007-10-30 |
Training of Rich Chesterton
The Trustees of Columbia University in The City of New York | Masters Business Admin |
North Carolina State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Inverness Counsel LLC
Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Finance |
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