Career history of Richard Paul Halverson
Former positions of Richard Paul Halverson
Companies | Position | Start | End |
---|---|---|---|
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Investment Committee Member | 1967-12-31 | 1976-12-30 |
Portfolio Manager-Equities | 1967-12-31 | 1976-12-30 | |
Great Northern Asset Management, Inc.
Great Northern Asset Management, Inc. Investment ManagersFinance Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts. | Analyst-Fixed Income | 1993-12-31 | 2009-04-27 |
Portfolio Manager-Equities | 2009-04-27 | 2012-10-25 | |
Portfolio Manager-Fixed Income | 2009-04-27 | 2012-10-25 | |
Corporate Officer/Principal | 2012-10-25 | - |
Training of Richard Paul Halverson
Harvard University | Masters Business Admin |
University of Utah | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Great Northern Asset Management, Inc.
Great Northern Asset Management, Inc. Investment ManagersFinance Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts. | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |