Richard B.

Richard B. Email and Phone Number

COO and Chief Compliance Officer @ WealthVenue Partners Inc.
Cheyenne, WY, US
Richard B.'s Location
Cheyenne, Wyoming, United States, United States
About Richard B.

Co-founder and CIO of WealthVenue, an investment research platform to help retail investors build their wealth with solid investment ideas.Most retail investors will do poorly when investing their savings simply because they don't have the time or resources to construct an investment portfolio with solid investment ideas.WealthVenue can help retail investors avoid the traps of sell-side brokers and #meme stocks like $GME and r/WallStreetBets by only pursuing investment ideas that will boost their wealth in the long run.Founded in 2015, WealthVenue is a privately owned financial services company that engage retail investors to pursue solid investment ideas.

Richard B.'s Current Company Details
WealthVenue Partners Inc.

Wealthvenue Partners Inc.

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COO and Chief Compliance Officer
Cheyenne, WY, US
Website:
wealthvenue.com
Employees:
2
Richard B. Work Experience Details
  • Wealthvenue Partners Inc.
    Coo And Chief Compliance Officer
    Wealthvenue Partners Inc.
    Cheyenne, Wy, Us
    View
  • Wealthvenue Partners Inc.
    Coo / Chief Compliance Officer
    Wealthvenue Partners Inc. Aug 2019 - Present
    - Leading day-to-day operations with our tech tools for the portfolio management of clients- Reconciling our fintech operation with our compliance manuals in accordance to SEC guidelines and the regulations of the Investment Advisers Act of 1940#fintech #compliance #RIA #advisors #portfoliomanagement
    View
  • Wealthvenue Partners Inc.
    Cto / Co-Founder
    Wealthvenue Partners Inc. Dec 2015 - Present
    Cheyenne, Wyoming Area
    Chief Architect of the investment platform, designing and building our Central Portfolio Management System (CP/MS) with the following components:- Algorithms for identifying the risk profile of clients- Rules for Portfolio Construction- Automated Portfolio Management- Trading Execution with brokers APIs- Account Reconciliation Services- Securities Master Data- Market Data ServicesCurrently in beta, will go live in late 2018 after nearly 3 years of intense development and A/B Testing.#fintech #roboadvisor #digitaladvisor #AI #trading #wealthmanagement #leanstack
    View

Richard B. Education Details

Frequently Asked Questions about Richard B.

What company does Richard B. work for?

Richard B. works for Wealthvenue Partners Inc.

What is Richard B.'s role at the current company?

Richard B.'s current role is COO and Chief Compliance Officer.

What schools did Richard B. attend?

Richard B. attended Stetson University.

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