Rick Donald Moulton
Portfolio Manager-Equities at Riverbridge Partners LLC
Profile
Mr. Rick D.
Moulton, CFA, is a Principal of Investments at Riverbridge Partners LLC.
He joined the firm in 1991.
He is a member of the Riverbridge Board of Governors.
As a lead portfolio manager, he is responsible for portfolio construction.
He is actively involved in the community and serves on the Board of the Heritage Christian Academy Foundation.
Prior to joining Riverbridge Partners, Mr. Moulton worked for Dain Bosworth, Inc. as an IRA/Margin generalist.
He earned his Bachelor of Science in Business degree in Finance from the University of Minnesota Carlson School of Management.
He is a holder of the right to use the Chartered Financial Analyst designation.
He is a member of the CFA Institute and the CFA Society of Minnesota.
Rick Donald Moulton active positions
Companies | Position | Start |
---|---|---|
Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors. | Portfolio Manager-Equities | 1991-03-31 |
Former positions of Rick Donald Moulton
Companies | Position | End |
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Dain Bosworth, Inc. | Corporate Officer/Principal | 1990-12-30 |
Training of Rick Donald Moulton
University of Minnesota | 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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Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors. | Finance |
Dain Bosworth, Inc. | Finance |
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