Profil
Mr. Richard C.
Habermann, Jr., is a Portfolio Manager at D.
L.
Carlson Investment Group, Inc. (DLC) He joined the firm in late 2012.
For over 20 years, he shared his research ideas with the DLC portfolios managers from his positions in institutional brokerage.
He manages the technology, consumer discretionary, communication services and energy sectors while keeping the entire All-Cap Equity portfolio in sync with the markets, key trends and themes.
He has over 25 years investment experience.
Mr. Habermann initially being introduced to the firm at Fidelity Capital Markets in 1991.
He earned a B.A. in History from St. Lawrence University.
Aktiva positioner av Richard Carl Habermann
| Företag | Position | Start |
|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Portföljförvaltare-Aktier | 2012-01-01 |
Tidigare kända positioner av Richard Carl Habermann
| Företag | Position | Slut |
|---|---|---|
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 2008-03-01 |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Företagsledare/Principal | 2004-09-01 |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 2002-01-01 |
Richard Carl Habermanns utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson offers three different portfolio investment styles: Equity, Balanced or Fixed Income. The firm predominantly uses fundamental analysis when selecting investments. | Finance |
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Finance |
Miller Tabak + Co. LLC
Miller Tabak + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance Provides brokerage services | Finance |
St. Lawrence University
St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















