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Veteran investment professional with experience in major facets of investment management including portfolio management, equity research and new business development. Extensive work with institutional clients (foundations, endowments and pension plans) as well as HNW clients. Significant experience in socially responsible securities research and industry analysis.Specialties: Socially Responsible Portfolio Management, Institutional Portfolio Management, HNW Portfolio Management, Securities Analysis, Product Development, New Business Development
Friends Fiduciary Corporation
View- Website:
- friendsfiduciary.org
- Employees:
- 15
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Chief Investment OfficerFriends Fiduciary Corporation Apr 2010 - PresentFriends 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.
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Vice PresidentGlenmede Trust Company Jun 2006 - Jan 2009Served 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 -
Vice PresidentWilmington Trust Mar 1999 - Jun 2006Served 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. -
Relationship Manager/New Business Development OfficerWilmington Trust Oct 1996 - Mar 1999Dual role developing new business relationships and servicing existing clients. Part of a select team to launch wrap-accounts in several mid-western states.
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Senior Equity AnalystWilmington Trust May 1988 - Oct 1996Supplied 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.
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Securities AnalystFidelity Bank, Philadelphia Apr 1986 - May 1988Supplied stock recommendations primarily to personal trust portfolio managers. Responsible for in the chemicals, papers, building and construction and health care industries.
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Portfolio ManagerFidelity Bank, Philadelphia Dec 1982 - Apr 1988Managed 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.
Richard Kent Skills
Richard Kent Education Details
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Financial Management -
St. James SchoolGeneral
Frequently Asked Questions about Richard Kent
What company does Richard Kent work for?
Richard Kent works for Friends Fiduciary Corporation
What is Richard Kent's role at the current company?
Richard Kent's current role is Chief Investment Officer at Friends Fiduciary Corporation.
What is Richard Kent's email address?
Richard Kent's email address is rk****@****ary.org
What is Richard Kent's direct phone number?
Richard Kent's direct phone number is +121562*****
What schools did Richard Kent attend?
Richard Kent attended Saint Joseph's University - Erivan K. Haub School Of Business, Lehigh University College Of Business, St. James School.
What skills is Richard Kent known for?
Richard Kent has skills like Portfolio Management, Equity Research, New Business Development, Investments, Asset Allocation, Institutional, Endowments, Factset, Investment Strategies, Asset Management.
Who are Richard Kent's colleagues?
Richard Kent's colleagues are Constance Brookes, Amy Carr, Cailin Sweeney, Ethan Birchard, Mimi Blackwell, Sandy Quinn.
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