Richard Kent Email & Phone Number

Friends Fiduciary is a Philadelphia-based non-profit organization providing investment management and donor services to Quaker meetings, schools and organizations nationwide. Following our socially responsible investment guidelines, I provide due diligence and oversight to FFC's various investment pools paying particular attention to asset allocation and manager selection. I also play a central role in product development and in the organization's sales, marketing and communications activities.

Served as the lead portfolio manager/relationship manager for numerous high net worth family relationships practicing a holistic asset allocation approach. Responsibilities included the creation and implementation of taxable and tax-exempt investment strategies. Based upon client circumstances, portfolios were constructed using various combinations of individual equities, mutual funds, alternative assets and fixed income vehicles. An important job feature was to coordinate with in-house… Show more Served as the lead portfolio manager/relationship manager for numerous high net worth family relationships practicing a holistic asset allocation approach. Responsibilities included the creation and implementation of taxable and tax-exempt investment strategies. Based upon client circumstances, portfolios were constructed using various combinations of individual equities, mutual funds, alternative assets and fixed income vehicles. An important job feature was to coordinate with in-house planners to prepare and implement of long-range financial and estate plans. Part of a select team charged with managing an equity model portfolio. I also successfully assisted business development officers reach closure with numerous HNW prospects. Show less

Served as the lead portfolio manager for the Wilmington Trust Dividend Growth Fund, a strategy designed to provide a high and consistently growing dividends. The fund enjoyed strong relative performance versus its primary major benchmarks. Also served as investment advisor for 52 relationships with total market value of >$500 million. Client mix included endowments, foundations, pension plans and HNW individuals.

Dual role developing new business relationships and servicing existing clients. Part of a select team to launch wrap-accounts in several mid-western states.

Supplied stock recommendations to personal trust and institutional portfolio managers. Responsible for analysis of numerous industry groups including chemicals, transportation, metals, autos, household products, and health care.

Supplied stock recommendations primarily to personal trust portfolio managers. Responsible for in the chemicals, papers, building and construction and health care industries.

Managed personal trust and investment advisory relationships with total market value in excess of $300 million. Conducted in-house equity research which involved a broad, generalist approach. Also co-managed a covered call options strategy.

Mba, Financial Management

Recipient of the Graduate Business Award, 4.0 GPA.

Bs, Finance

Activities and Societies: Pi Kappa Alpha Fraternity

Diploma, General