Profile
Mr. Lofgren joined Capital Advisors, Inc. in 2001.
His prior experience includes Pentecost Capital Management as Vice President from 1999 to 2001 and Merrill Lynch & Co. as a Financial Consultant from 1996 to 1999.
Mr. Lofgren received his BA from the University of Texas.
He also served in the U.S.
Navy as Surface Warfare Officer from 1993 to 1996.
Former positions of Richard S. Lofgren
| Companies | Position | End |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Chief Operating Officer | 01/08/2009 |
Pentecost Capital Management, Inc.
 Pentecost Capital Management, Inc. Investment ManagersFinance Pentecost Capital Management, Inc. (PCM) is an independent asset management firm headquartered in Jenks, Oklahoma. PCM was founded by Craig Pentecost in 1997 and manages assets of individual and institutional clients. | Corporate Officer/Principal | 31/12/2000 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 31/12/1998 |
| US Department of Defense (District of Columbia) | Corporate Officer/Principal | 31/12/1995 |
Training of Richard S. Lofgren
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
Pentecost Capital Management, Inc.
Pentecost Capital Management, Inc. Investment ManagersFinance Pentecost Capital Management, Inc. (PCM) is an independent asset management firm headquartered in Jenks, Oklahoma. PCM was founded by Craig Pentecost in 1997 and manages assets of individual and institutional clients. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| US Department of Defense (District of Columbia) | Government |
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