Directory
>
Richard Palmer
Richard Palmer
CIO | SageView Advisory Group
Irvine, California, United States
Richard Palmer
Summary
Richard Palmer is a seasoned Chief Investment Officer at SageView Advisory Group, based in Irvine, California. With over two decades of experience in investment management, he has a profound understanding of portfolio construction and risk management strategies. Richard's expertise spans across various investment vehicles, including mutual funds and pensions, showcasing his ability to navigate complex financial landscapes. He holds an MBA in Finance from the University of Southern California and a Bachelor's degree in Economics with a Mathematics emphasis from UCLA. His leadership is characterized by a commitment to best practices in portfolio modeling and a vision to position SageView as a thought leader in the industry. Outside of his professional pursuits, Richard is passionate about leveraging technology to enhance investment strategies and improve client outcomes. His extensive experience includes previous roles at Quintile Wealth Management and Pacific Investment Management, further solidifying his reputation in the financial sector.
Richard Palmer
Work Experience
CIO at
SageView Advisory Group
January 2010 - Present
Investment Committee Head at
Quintile Wealth Management
January 2006 - January 2009
Product Manager at
Pacific Investment Management
January 1996 - January 2006
Richard Palmer
Education
University of California, Los Angeles, Bachelor's Degree
University of Southern California, Master Of Business Administration (M.B.A.)
Frequently Asked Questions about Richard Palmer
What is Richard Palmer email address?
Richard Palmer's primary email address is *******@sageviewadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Richard Palmer work for?
Richard Palmer is a CIO at SageView Advisory Group, a company specializing in Functions related to depository banking.
Where Richard Palmer graduated from?
Richard Palmer holds a degree in Economics With Mathematics Emphasis from University of California, Los Angeles.
How can I directly contact Richard Palmer?
To contact Richard Palmer directly, you can use the email address *******@sageviewadvisory.com. Complete contact information is available upon registration with Muraena.
Who is Richard Palmer?
Richard Palmer is a seasoned Chief Investment Officer at SageView Advisory Group, based in Irvine, California. With over two decades of experience in investment management, he has a profound understanding of portfolio construction and risk management strategies. Richard's expertise spans across various investment vehicles, including mutual funds and pensions, showcasing his ability to navigate complex financial landscapes. He holds an MBA in Finance from the University of Southern California and a Bachelor's degree in Economics with a Mathematics emphasis from UCLA. His leadership is characterized by a commitment to best practices in portfolio modeling and a vision to position SageView as a thought leader in the industry. Outside of his professional pursuits, Richard is passionate about leveraging technology to enhance investment strategies and improve client outcomes. His extensive experience includes previous roles at Quintile Wealth Management and Pacific Investment Management, further solidifying his reputation in the financial sector.
Richard`s contact details
*******@sageviewadvisory.com
Colleagues
Chief Human Resources Officer
Vice President Onboarding & Integration
Member Of The Board Of Advisors
Managing Director
Senior Vice President Finance
Founder & Chairman
Managing Director
Chief Executive Officer
Vice President, People Operations