Rich Krafcik
Chief Executive Officer at Cobblestone Asset Management LLC
Profile
Mr. Richard R.
Krafcik is a President & Financial Advisor at Cobblestone Asset Management LLC.
He is passionate about pairing institutional-quality portfolio management with sound financial advice.
Years ago, he noticed a wide gap between the portfolio process used by savvy institutions and the household investor.
He developed our portfolio process to close this gap, and coupled it with sound financial advice to make sure each client’s portfolio has the right blend of risk and return.
Mr. Krafcik was previously employed as a Principal by National Planning Corp., a Principal by ING Financial Partners, Inc., and a Financial Advisor by Stack Financial Management, Inc.
He completed his undergraduate work at Virginia Commonwealth University, where he graduated Summa Cum Laude with a BS in Finance.
He continued his education at the Hough Graduate School of Business at the University of Florida, where he earned a Master's in Business Administration.
Rich Krafcik active positions
Companies | Position | Start |
---|---|---|
Cobblestone Asset Management LLC
Cobblestone Asset Management LLC Investment ManagersFinance Cobblestone Asset Management LLC provides personalized and hands-on financial services, including investment management, financial planning, and consulting services. Cobblestone Asset Management is based in Richmond, VA. Richard Robert Krafcik has been the CEO of the private company since 2007. The company focuses on educating clients about financial concepts and helping them make informed decisions. | Chief Executive Officer | 01/01/2007 |
Former positions of Rich Krafcik
Companies | Position | End |
---|---|---|
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Corporate Officer/Principal | 01/06/2019 |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Corporate Officer/Principal | 01/11/2017 |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Corporate Officer/Principal | 01/09/2011 |
Training of Rich Krafcik
University of Florida | Masters Business Admin |
Virginia Commonwealth University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | Finance |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Finance |
Cobblestone Asset Management LLC
Cobblestone Asset Management LLC Investment ManagersFinance Cobblestone Asset Management LLC provides personalized and hands-on financial services, including investment management, financial planning, and consulting services. Cobblestone Asset Management is based in Richmond, VA. Richard Robert Krafcik has been the CEO of the private company since 2007. The company focuses on educating clients about financial concepts and helping them make informed decisions. | Finance |
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