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Richard Palmer

Richard Palmer

CIO | SageView Advisory Group

Irvine, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Richard Palmer

Work Experience

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CIO at

SageView Advisory Group

January 2010 - Present

💼

Investment Committee Head at

Quintile Wealth Management

January 2006 - January 2009

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Product Manager at

Pacific Investment Management

January 1996 - January 2006

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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

mail

*******@sageviewadvisory.com

Colleagues

Tara Egan Sphr

Chief Human Resources Officer

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Amani Green

Vice President Onboarding & Integration

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Aif Stephen Popper Cpfa Nqpa

Member Of The Board Of Advisors

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Garrett Stinson Cpfa

Managing Director

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Brian Profancik

Senior Vice President Finance

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Randy Long

Founder & Chairman

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Robert Patton

Managing Director

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Kyla Keck

Chief Executive Officer

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Lesley Wedlock

Vice President, People Operations

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