Richard Steinmeier
Corporate Officer/Principal at LPL FINANCIAL HOLDINGS INC.
Net worth: 9 M $ as of 31/05/2024
Richard Steinmeier active positions
| Companies | Position | Start | End |
|---|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | 15/08/2018 | - |
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Director/Board Member | 02/12/2019 | - |
Career history of Richard Steinmeier
Former positions of Richard Steinmeier
| Companies | Position | Start | End |
|---|---|---|---|
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/2002 | 01/01/2006 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/01/2012 | - |
Training of Richard Steinmeier
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 4 |
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 4 |
|---|---|
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Commercial Services |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
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