Robert Clark Caldwell
Portfolio Manager-Equities at Richardson Wealth (USA) Ltd. (Investment Management)
Profile
Mr. Robert C.
Caldwell is an Investment Advisor & Associate Portfolio Manager at Richardson Wealth.
He leads the team’s wealth management process and works closely with clients to bring clarity to their goals.
As an Associate Portfolio Manager, he is licensed to provide discretionary advice as a fiduciary.
He joined The Caldwell Group – which recently became Caldwell Housepian Group – in January, 2016 after working with one of Canada’s top think-tanks, the C.D.
Howe Institute.
There, he refined his skills in analysis and communication by developing strategic partnerships with leading CEOs and senior government stakeholders.
He received his undergraduate degree from the University of Toronto.
Robert Clark Caldwell active positions
| Companies | Position | Start |
|---|---|---|
Richardson Wealth (USA) Ltd. (Investment Management)
 Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Portfolio Manager-Equities | - |
Training of Robert Clark Caldwell
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Finance |
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