![Richard Paul Halverson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Richard P.
Halverson is a Principal at Great Northern Asset Management, Inc. Before joining Great Northern Capital Mr. Halverson was president of the specialty investment advisory firm of C.H.
Brown Company, Inc., from 1986 to 1994.
While at Brown he developed several highly sophisticated computer investment systems.
These include a return enhanced model for core cash, a high growth model for S&P 500 stocks, and a market neutral equity model.
From 1977 to 1986 he was with First Trust Company Inc. (and its predecessor First Trust Company of St. Paul).
During that period he held a number of increasingly responsible executive positions including Senior Vice President and Group Head of Institutional Trust Services with responsibility for $6.9 billion of institutional trust assets; Executive Vice President and Chief Investment Officer with fiduciary and investment responsibility for assets in excess of $5.2 billion.
From 1968 to 1977 he was with Waddell & Reed, Inc., manager of the United Mutual Fund, with assets in excess of $2.2 billion.
He served as Vice President, Portfolio Manager of two funds, and member of the Investment Committee.
Mr. Halverson received a Master of Business Administration degree from Harvard University with a concentration in finance.
He graduated with Distinction and was named a Baker Scholar.
He received his Bachelor of Science degree in Banking and Finance from the University of Utah, where he graduated Magna Cum Laude.
Mr. Halverson holds the respected Chartered Financial Analyst designation.
In 1994 he received the Daniel J.
Forrestal III Leadership Award given by the CFA Institute.
Former positions of Richard Paul Halverson
Companies | Position | End |
---|---|---|
Waddell & Reed Investment Management Co.
![]() Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Investment Committee Member | 31/12/1976 |
Great Northern Asset Management, Inc.
![]() Great Northern Asset Management, Inc. Investment ManagersFinance Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts. | Analyst-Fixed Income | 28/04/2009 |
Training of Richard Paul Halverson
Harvard University | Masters Business Admin |
University of Utah | Undergraduate Degree |
Experiences
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Private companies | 2 |
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Great Northern Asset Management, Inc.
![]() Great Northern Asset Management, Inc. Investment ManagersFinance Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts. | Finance |
Waddell & Reed Investment Management Co.
![]() Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
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