Dick Sumberg active positions
Companies | Position | Start | End |
---|---|---|---|
The Financial Advisors LLC
The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Compliance Officer | 1991-12-31 | - |
Founder | 1991-12-31 | - | |
Investment Committee Member | 1991-12-31 | - | |
Portfolio Manager-Equities | 1991-12-31 | - |
Career history of Dick Sumberg
Training of Dick Sumberg
Suffolk University | Masters Business Admin |
Boston College | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Compliance Officer | 1 |
Founder | 1 |
Investment Committee Member | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
The Financial Advisors LLC
The Financial Advisors LLC Investment ManagersFinance The Financial Advisors LLC (TFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by Richard Sumberg in 1992. TFA offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Finance |
- Stock Market
- Insiders
- Dick Sumberg
- Experience