Career history of Richard Lee Jarvis
Former positions of Richard Lee Jarvis
| Companies | Position | Start | End |
|---|---|---|---|
Saddle Road Partners LLC
 Saddle Road Partners LLC Investment ManagersFinance Saddle Road Partners LLC provides investment advice. The company is based in Omaha, NE. The company was founded in 2015 by Richard Lee Jarvis. | Chief Executive Officer | 2015-01-31 | 2017-02-03 |
| Chief Investment Officer | 2015-01-31 | 2017-02-03 | |
| Compliance Officer | 2015-01-31 | 2017-02-03 | |
| Founder | 2015-01-31 | 2017-02-03 | |
| Portfolio Manager-Equities | 2015-01-31 | 2017-02-03 | |
McCarthy Group Advisors LLC
 McCarthy Group Advisors LLC Investment ManagersFinance Founded in 1987, McCarthy Group Advisors LLC is a registered investment located in Omaha, Nebraska. The firm is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). | Chief Investment Officer | 1986-12-31 | 2010-10-30 |
| Head-Equity Investments | 1986-12-31 | 2010-10-18 | |
| Founder | 2010-10-18 | 2010-10-30 | |
| Portfolio Manager-Equities | 1986-12-31 | 2010-10-30 | |
| Portfolio Manager-Fixed Income | 1986-12-31 | 2010-10-30 | |
| Corporate Officer/Principal | 1986-12-31 | 2010-10-18 | |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Portfolio Manager-Equities | 2011-06-07 | - |
| Portfolio Manager-Fixed Income | 2011-06-08 | - |
Training of Richard Lee Jarvis
| Northwest Missouri State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 3 |
| Chief Investment Officer | 2 |
| Founder | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
McCarthy Group Advisors LLC
McCarthy Group Advisors LLC Investment ManagersFinance Founded in 1987, McCarthy Group Advisors LLC is a registered investment located in Omaha, Nebraska. The firm is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). | Finance |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Finance |
Saddle Road Partners LLC
Saddle Road Partners LLC Investment ManagersFinance Saddle Road Partners LLC provides investment advice. The company is based in Omaha, NE. The company was founded in 2015 by Richard Lee Jarvis. | Finance |
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