Rick Rosenthal

Rick Rosenthal Email and Phone Number

Senior Vice President, Senior Wealth Manager @ Lido Advisors, LLC
los angeles, california, united states
Rick Rosenthal's Location
Chicago, Illinois, United States, United States
Rick Rosenthal's Contact Details
About Rick Rosenthal

Rick Rosenthal is a Senior Vice President, Senior Wealth Manager at Lido Advisors, LLC. He possess expertise in asset allocation, portfolio management, equities, asset managment, investments and 21 more skills.

Rick Rosenthal's Current Company Details
Lido Advisors, LLC

Lido Advisors, Llc

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Senior Vice President, Senior Wealth Manager
los angeles, california, united states
Website:
lidoadvisors.com
Employees:
71
Rick Rosenthal Work Experience Details
  • Lido Advisors, Llc
    Senior Vice President, Senior Wealth Manager
    Lido Advisors, Llc May 2024 - Present
    Chicago, Illinois, United States
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  • Pfm Asset Management Llc
    Senior Portfolio Manager
    Pfm Asset Management Llc Jul 2023 - May 2024
    Chicago, Illinois, United States
    Senior Portfolio Manager responsible for establishing client investment objectives and implementing strategies using a variety of investment solutions.
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  • U.S. Bancorp Asset Management
    Senior Portfolio Manager - Vice President
    U.S. Bancorp Asset Management Jan 2012 - Jun 2023
    Chicago, Illinois, United States
    View
  • City National Asset Management
    Senior Portfolio Manager - Vice President
    City National Asset Management Jun 2007 - Jan 2012
    Beverly Hills, California, United States
    View
  • Northern Trust
    Portfolio Manager
    Northern Trust Nov 2002 - Jun 2007
    Los Angeles, California, United States
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  • Metropolitan West Asset Management
    Portfolio Analyst
    Metropolitan West Asset Management Oct 2000 - Sep 2002
    Los Angeles, California, United States
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  • Pimco
    Compliance Analyst
    Pimco 1998 - 2000
    Newport Beach, California, United States
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  • Paine Webber
    Investment Executive
    Paine Webber 1996 - 1998
    Los Angeles, California, United States
    View

Rick Rosenthal Skills

Asset Allocation Portfolio Management Equities Asset Managment Investments Fixed Income Wealth Management Mutual Funds Investment Management Trading Financial Services High Net Worth Individuals Alternative Investments Hedge Funds Quantitative Analytics Investment Strategies Bloomberg Series 7 Investment Advisory Wealth Management Services Securities Asset Management Private Banking Bonds Relationship Management Financial Advisory

Rick Rosenthal Education Details

Frequently Asked Questions about Rick Rosenthal

What company does Rick Rosenthal work for?

Rick Rosenthal works for Lido Advisors, Llc

What is Rick Rosenthal's role at the current company?

Rick Rosenthal's current role is Senior Vice President, Senior Wealth Manager.

What is Rick Rosenthal's email address?

Rick Rosenthal's email address is ri****@****ail.com

What is Rick Rosenthal's direct phone number?

Rick Rosenthal's direct phone number is +181873*****

What schools did Rick Rosenthal attend?

Rick Rosenthal attended Loyola Marymount University, College Of Business Administration, University Of Arizona, Eller College Of Management.

What are some of Rick Rosenthal's interests?

Rick Rosenthal has interest in Education.

What skills is Rick Rosenthal known for?

Rick Rosenthal has skills like Asset Allocation, Portfolio Management, Equities, Asset Managment, Investments, Fixed Income, Wealth Management, Mutual Funds, Investment Management, Trading, Financial Services, High Net Worth Individuals.

Who are Rick Rosenthal's colleagues?

Rick Rosenthal's colleagues are Anna Belatonni, Etienne Lac, Adam Osterling, Cfp®, Francis Benveniste, Irina Cumanova, Tony Chartrey, Mohamed Dado.

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