Richard D. H. Casselman
Profile
Mr. Richard D.
Casselman is a Portfolio Manager at HeadInvest LLC.
He joined HeadInvest in 2007 with over twenty years experience in investment management.
Prior to his arrival he was the Chief Investment Officer at First Advisors.
Before moving to Maine in 2004, he spent ten years as a senior portfolio manager with Mellon Private Wealth Management in Pittsburgh.
Mr. Casselman is a graduate of Queen's University in Kingston, Ontario, and holds an M.B.A.
from the University of Pittsburgh.
Former positions of Richard D. H. Casselman
| Companies | Position | End |
|---|---|---|
First Advisors, Inc.
 First Advisors, Inc. Real Estate DevelopmentFinance First Advisors, Inc. provides investment, real estate, and consulting services. The firm engages in developing new and redeveloping existing commercial and residential properties. It provides business consulting services in areas such as marketing, sales, strategic planning, and technology. The company was founded by Gary J. Davis September in 1996 and is headquartered in Austin, TX. | Corporate Officer/Principal | - |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | - |
HeadInvest LLC
 HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Portfolio Manager-Equities | - |
Training of Richard D. H. Casselman
| University of Pittsburgh | Masters Business Admin |
| Queen's University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
HeadInvest LLC
HeadInvest LLC Investment ManagersFinance HeadInvest LLC is a registered investment advisor headquartered in Portland, Maine. The firm was founded by Donald L. Head in 1989 as Head & Associates LLC. They manage securities portfolios for individuals, trusts, endowments, foundations, corporations, and retirement plans. | Finance |
First Advisors, Inc.
First Advisors, Inc. Real Estate DevelopmentFinance First Advisors, Inc. provides investment, real estate, and consulting services. The firm engages in developing new and redeveloping existing commercial and residential properties. It provides business consulting services in areas such as marketing, sales, strategic planning, and technology. The company was founded by Gary J. Davis September in 1996 and is headquartered in Austin, TX. | Finance |
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