Rick Plummer
Analyst-Equity at Systematic Financial Management LP
Profile
Mr. Richard S.
Plummer, CFA MBA, is an Assistant Portfolio Manager & Senior Equity Analyst at Systematic Financial Management LP.
He has over 28 years of industry experience.
He conducts company-specific fundamental research within selected economic sectors spanning the market capitalization spectrum.
His research includes analyzing financial statements, building financial models, performing valuation analysis and interviewing company management.
He has been a partner in the firm since 2014.
Prior to joining Systematic in 2004, Mr. Plummer served as a Senior Industry Analyst and lead editor of the firm’s daily supplemental stock reports at Value Line Investment Survey.
He also spent time in Value Line’s Asset Management department, working as a technology-sector consultant and portfolio manager.
He received his M.B.A.
in finance at New York University’s Stern School of Business, with Stern Scholar honors and a B.A.
in economics and government from Wesleyan University.
He holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and New York Society of Security Analysts.
Rick Plummer active positions
| Companies | Position | Start |
|---|---|---|
Systematic Financial Management LP
 Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Analyst-Equity | 2003-12-31 |
Former positions of Rick Plummer
| Companies | Position | End |
|---|---|---|
Value Line Asset Management
 Value Line Asset Management Investment ManagersFinance Based in New York City, Value Line Asset Management (VLAM) manages assets for individual, corporate, government and the Value Line family of mutual funds. VLAM is the asset management division of Value Line, Inc. (NASDAQ: VALU) Founded in 1931 by Arnold Bernhard, Value Line's products and services include print and electronic data and analyses, asset management and a family of mutual funds. | Portfolio Manager-Equities | - |
Training of Rick Plummer
| New York University | Masters Business Admin |
| Wesleyan University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Finance |
Value Line Asset Management
Value Line Asset Management Investment ManagersFinance Based in New York City, Value Line Asset Management (VLAM) manages assets for individual, corporate, government and the Value Line family of mutual funds. VLAM is the asset management division of Value Line, Inc. (NASDAQ: VALU) Founded in 1931 by Arnold Bernhard, Value Line's products and services include print and electronic data and analyses, asset management and a family of mutual funds. | Finance |
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