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2016-09-22T00:00:00.000Z

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Wrong Richard Stierwalt?

Dr. Richard E. Stierwalt

President and Chief Executive Officer

National Investment Managers Inc.

Direct Phone: (212) ***-****       

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National Investment Managers Inc.

485 Metro Place South Suite 275

Dublin, Ohio 43017

United States

Company Description

National Investment Managers Inc. (NIVM) is in the principal business of acquiring and managing operating entities that offer administration services of retirement plans, financial and investment advisory services and insurance products to small and mediu ... more

Find other employees at this company (12)

Background Information

Employment History

President and Chief Executive Officer

Associated Third Party Administrators

Chief Executive Officer

Orbitex Financial Services Group , Inc.

Affiliations

Board of Trustees and Chairs Finance
University of Indianapolis

Strategic Advisory Board Member
Droplets Inc

Five-Year Member
ABA's Fiduciary

Education

Harvard University

Stonier Graduate School of Banking at Rutgers University

BA

economics

University of Indianapolis

Doctorate Degree

Humane Letters

University of Indianapolis

Honorary Doctorate Degree

University of Indianapolis

associate degree

banking and finance

University of Indianapolis

Web References (96 Total References)


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Droplets - Our company

www.droplets.com [cached]

Richard Stierwalt, Founder, President, and CEO of UBPSI

...
Richard Stierwalt, is founder, President, and CEO of UBPSI, the second largest Administrator of Taft-Hartley Plans in the country. Dr. Stierwalt has been the CEO, President, Chairman of ATPA since completion of the acquisition of ATPA in 2007, and President and CEO of National Investment Managers, Inc. from 2004 to 2006. Before, he served as CEO of Orbitex Management, a globally focused financial services firm. Mr. Stierwalt was previously President of BISYS Investment Services (NASDAQ: BSYS), and Chairman and CEO of Concord Holding cooperation, a New York- based company he founded after a 12 year career in banking.


Dr. Richard E. Stierwalt

www.pb42.org [cached]

Dr. Richard E. Stierwalt

Richard is the Chief Executive Officer and a director of UBPSI. UBPSI is a National Company; the second largest Administrator of Taft-Hartley Plans in the country. Mr. Stierwalt has been the Chief Executive Officer, Chairman and sole director of ATPA since completion of the acquisition of ATPA in December 2007.
Mr. Stierwalt served as the President, Chief Executive Officer and as a director of National Investment Managers, Inc. ("NIVM") from its inception in December 2004 to January 2006. NIVM, a public company, is a roll-up of corporate third-party administrators. During his tenure at NIVM, NIVM acquired 13 operating businesses.
From 1998 to 2003, Mr. Stierwalt was Chief Executive Officer of Orbitex Financial Services Group, a roll-up of trust and mutual fund asset management and distribution companies. From 1995 to 1996, he was the President of BISYS Investment Services, a division of a NYSE listed company. Prior to the March 1995 merger with BISYS Fund Services, he was Chairman of the Board and Chief Executive Officer of Concord Holding Corporation, which he co-founded in 1987 after a 12-year career in banking. Concord Holding Corporation became the largest administrator and distributor of bank-related mutual funds in the US.
Before co-founding Concord, Mr. Stierwalt served as First Vice President and Divisional Administrator of the Financial Management & Trust Securities Group of Security Pacific National Bank in California, which merged with the Bank of America in 1992.
Mr. Stierwalt was an instructor for the Bank Administration Institute School of Banking at the University of Wisconsin and also was part of the adjunct faculty of the University of Indianapolis. He is the co-author of the book, Securities Processing, and has been published in the United States Banker, the ABA Banking Journal, and other industry publications. He has appeared on CNBC and other financial news programs. He speaks and writes regularly on issues affecting banks and financial services.
Mr. Stierwalt received an associate degree in banking and finance and a BA in economics from the University of Indianapolis. He attended the Stonier Graduate School of Banking at Rutgers University and is an OPM graduate of Harvard University. He serves on the Board of Trustees and Chairs Finance at the University of Indianapolis. He also serves on the Board of Directors of: Biomega Laboratories, a cancer research company; We Are Family Foundation, a humanitarian foundation; Harborside Resort, a Starwood Bahamian property; as well as serving on the Advisory Board of Droplets, Inc. a software development firm. Mr. Stierwalt currently holds Series 6, 24, 27 and 63 Securities licenses. Mr. Stierwalt received a Doctorate Degree in Humane Letters from the University of Indianapolis.


UBPSI - United Benefits and Pension Services, Inc. - About Us

www.unitedbenefitsandpensionservices.com [cached]

Our senior management led by Richard E. Stierwalt, UBPSI's founder and President and Chief Executive Officer, and Thomas J. Mackell, Jr., our Chairman of the Board, have extensive experience in the financial services industry and the benefits and pension plan administration business.

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Dr. Richard Stierwalt, Founder, President, CEO and Director Email: rstierwalt@atpa.com
Dr. Richard E. Stierwalt, our founder, is the President, Chief Executive Officer and a director of UBPSI. Mr. Stierwalt has been the Chief Executive Officer, President, Chairman and sole director of ATPA since completion of the acquisition of ATPA in December 2007.


UBPSI - United Benefits and Pension Services, Inc. - About Us

www.unitedbenefitsandpensionservices.com [cached]

Richard E. Stierwalt | Dr. Richard Stierwalt, Founder, President, CEO and Director | read more

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Richard E. Stierwalt | Dr. Richard Stierwalt, Founder, President, CEO and Director | read more
...
Dr. Richard E. Stierwalt our founder, is the President, Chief Executive Officer and a director of UBPSI. UBPSI is a National Company; the second largest Administrator of Taft-Hartley Plans in the country. Mr. Stierwalt has been the Chief Executive Officer, President, Chairman and sole director of ATPA since completion of the acquisition of ATPA in December 2007.
Mr. Stierwalt served as the President, Chief Executive Officer and as a director of National Investment Managers, Inc. ("NIVM") from its inception in December 2004 to January 2006. NIVM, a public company, is a roll-up of corporate third-party administrators. During his tenure at NIVM, NIVM acquired 13 operating business.
From 1998 to 2003, Mr. Stierwalt was Chief Executive Officer of Orbitex Financial Services Group, a roll-up of trust and mutual fund asset management and distribution companies. From 1995 to 1996, he was the President of BISYS Investment Services, a division of a NYSE listed company. Prior to the March 1995 merger with BISYS Fund Services, he was Chairman of the Board and Chief Executive Officer of Concord Holding Corporation, which he co-founded in 1987 after a 12-year career in banking. Concord Holding Corporation became the largest administrator and distributor of bank-related mutual funds in the US.
Before co-founding Concord, Mr. Stierwalt served as First Vice President and Divisional Administrator of the Financial Management & Trust Securities Group of Security Pacific National Bank in California, which merged with the Bank of America in 1992.
Mr. Stierwalt was an instructor for the Bank Administration Institute School of Banking at the University of Wisconsin and also was part of the adjunct faculty of the University of Indianapolis. He is the co-author of the book, Securities Processing, and has been published in the United States Banker, the ABA Banking Journal, and other industry publications. He has appeared on CNBC and other financial news programs. He speaks and writes regularly on issues affecting banks and financial services.
Mr. Stierwalt received an associate degree in banking and finance and a BA in economics from the University of Indianapolis. He attended the Stonier Graduate School of Banking at Rutgers University and is an OPM graduate of Harvard University. He serves on the Board of Trustees and Chairs Finance at the University of Indianapolis. He also serves on the Board of Directors of: Biomega Laboratories, a cancer research company; We Are Family Foundation, a humanitarian foundation; Harborside Resort, a Starwood Bahamian property; as well as serving on the Advisory Board of Droplets, Inc. a software development firm. Mr. Stierwalt currently holds Series 6, 24, 27 and 63 Securities licenses. Mr. Stierwalt is receiving an Honorary Doctorate Degree on May 2, 2009 from the University of Indianapolis. Mr. Stierwalt received a Doctorate Degree in Humane Letters form the University of Indianapolis.

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