Richard Alan Stone
Founder at Private Ocean LLC
Richard Alan Stone active positions
| Companies | Position | Start | End |
|---|---|---|---|
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Chairman | 01/05/2009 | - |
| Founder | 01/05/2009 | - | |
| Portfolio Manager-Equities | 01/05/2009 | - | |
Buck Institute for Research on Aging
 Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Director/Board Member | - | - |
Career history of Richard Alan Stone
Former positions of Richard Alan Stone
| Companies | Position | Start | End |
|---|---|---|---|
| Salient Wealth Management LLC | Corporate Officer/Principal | 31/12/2008 | 31/12/2008 |
Training of Richard Alan Stone
| San Jose State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chairman | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Private Ocean LLC
Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
| Salient Wealth Management LLC | Finance |
Buck Institute for Research on Aging
Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Commercial Services |
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