Rich Hagner
Portfolio Manager-Equities at Inverness Counsel LLC
Profile
Mr. Richard W.
Hagner is Vice President at Inverness Counsel LLC.
He manages portfolios for high net worth clients, family trusts, and foundations.
Prior to joining Inverness in 2005, Mr. Hagner worked as a Financial Advisor at Smith Barney.
He also worked at Kidder, Peabody & Co., Inc. and Irving Trust Co.
He received his BA degree from Franklin & Marshall College in 1976 and an MBA from Pace University in 1980.
Rich Hagner 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. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Rich Hagner
Companies | Position | End |
---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 1983-12-30 |
Irving Trust Co. | Corporate Officer/Principal | - |
Training of Rich Hagner
Pace University | Masters Business Admin |
Franklin & Marshall College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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 |
Smith Barney & Co., Inc. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Irving Trust Co. | Miscellaneous |
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