Career history of Rich Erwin
Former positions of Rich Erwin
| Companies | Position | Start | End |
|---|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Analyst-Equity | 2012-12-31 | 2023-01-31 |
| Portfolio Manager-Equities | 2012-12-31 | 2023-01-31 | |
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Chief Investment Officer | 2012-12-30 | 2012-12-30 |
| Founder | 2012-12-30 | 2012-12-30 | |
| Portfolio Manager-Equities | 2012-12-30 | 2012-12-30 | |
| Portfolio Manager-Fixed Income | 2012-12-30 | 2012-12-30 | |
| President | - | 2012-12-30 |
Training of Rich Erwin
| Principia College | Undergraduate Degree |
| Babson College | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |
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