Richard Wolfe

Richard Wolfe Email and Phone Number

Fee-Only Investment Advisor for Families & Institutions (Retired) @
Richard Wolfe's Location
Portland, Maine, United States, United States
Richard Wolfe's Contact Details
About Richard Wolfe

Expert professional in financial analysis, financial management, investment management and securities analysis serving clients of all sizes with on-demand personalized service and highest-level written and oral communication. Ongoing insight into key economic and market relationships based on two decades of inside experience and network of money-center contacts. Adept at assessing a portfolio (loans or securities) or a benefit program to uncover and quantify value-added business strategies.Specialties: Financial specialties in financial management, financial analysis, portfolio analysis, securities analysis, investment management, and investment advisory.Industry specialties: energy (including renewable), consumer lending, utilities, municipal bonds.

Richard Wolfe's Current Company Details
N/A

N/A

Fee-Only Investment Advisor for Families & Institutions (Retired)
Richard Wolfe Work Experience Details
  • N/A
    Retired
    N/A Dec 2021 - Present
  • Camden National Bank
    Senior Portfolio Manager (Vice President)
    Camden National Bank Apr 2010 - Dec 2021
    View
  • R. R. Wolfe And Company
    Portfolio Manager / Investment Advisor
    R. R. Wolfe And Company Apr 2003 - Apr 2010
  • Dutton Associates
    Senior Equity Securities Analyst
    Dutton Associates Jul 1999 - Apr 2003
  • Unum
    Portfolio Manager / Securities Analyst
    Unum Mar 1994 - Jul 1999
    View

Richard Wolfe Skills

Portfolio Management Investments Financial Analysis Valuation Wealth Management Equity Research Investment Advisory Security Analysis Fixed Income Analysis Securities Analysis Fixed Income Research Client Relationship Building

Richard Wolfe Education Details

Frequently Asked Questions about Richard Wolfe

What company does Richard Wolfe work for?

Richard Wolfe works for N/a

What is Richard Wolfe's role at the current company?

Richard Wolfe's current role is Fee-Only Investment Advisor for Families & Institutions (Retired).

What is Richard Wolfe's email address?

Richard Wolfe's email address is rw****@****nal.com

What is Richard Wolfe's direct phone number?

Richard Wolfe's direct phone number is +120734*****

What schools did Richard Wolfe attend?

Richard Wolfe attended Nyu Stern School Of Business, Michigan State University, Ecole Des Hautes Etudes Commerciales.

What are some of Richard Wolfe's interests?

Richard Wolfe has interest in Kids, Investing, Sweepstakes, Electronics, Home Improvement, Reading, Home Decoration.

What skills is Richard Wolfe known for?

Richard Wolfe has skills like Portfolio Management, Investments, Financial Analysis, Valuation, Wealth Management, Equity Research, Investment Advisory, Security Analysis, Fixed Income Analysis, Securities Analysis, Fixed Income Research, Client Relationship Building.

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