Unifers.ai

Rich Judd

Director of Financial Planning @Titleist Asset Management

Austin, TX, US
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 2016 — Present

Director of Financial Planning @Titleist Asset Management

View department →

TX, US

Titleist Asset Management is a Broker Dealer and Registered Investment Advisor with offices in Austin, San Antonio, and Houston, Texas. We specialize in securities analysis, financial planning and portfolio management. Our clientele includes institutions, retail, charities, trusts, foundations, partnerships and corporations.Titleist Asset Management is registered with the SEC, FINRA, NFA, CFTC, MSRB, Texas Department of Insurance and a member of SIPC.

EDUCATION

1995 — 1999

The College of Wooster

Bachelor's Degree, Economics

SKILLS

Series 63Private BankingCreditFinancial ModelingInsuranceSeries 24Hedge Funds401kSecuritiesPortfolio ManagementIrasEstate PlanningCorporate FinanceCapital MarketsSeries 7Series 65WealthFinancial ServicesAsset ManagementInvestment ManagementFinancial MarketsInvestment BankingWealth Management ServicesInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsPrivate EquityRetirement PlanningAsset AllocationBankingMutual FundsEtfsFinancial AdvisoryUniform Combined State LawFinancial PlannersEquitiesCertified Financial PlannerCredit AnalysisRelationship ManagementFinance

ABOUT RICH JUDD

President & CEO at R Judd Wealth Management, LLC and Director of Financial Planning at Titleist Asset Management, Ltd.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.