Richard Stierwalt, President, Chief Executive Officer and Director, United Benefits and Pension Services Inc
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This profile was last updated on 12/29/14 and contains information from public web pages and contributions from the ZoomInfo community.
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Mr. Richard Stierwalt

Wrong Richard Stierwalt?

President, Chief Executive Office...

Email: r***@***.com
Local Address: New York, United States
United Benefits and Pension Services Inc
 
Background

Employment History

  • President
    Strategic Directions Management Ltd
  • Chief Executive Officer
    Orbitex Management Inc.
  • Trustee, Chairman Nd President
    Saratoga Advantage Trust
  • President, Chief Executive Officer
    National Investment Managers Inc.
  • Chairman and Chief Executive Officer
    Concord Holding Corporation
  • President
    BISYS Investment Services
  • Chief Executive Officer
    Orbitex Financial Services Group , Inc.
  • President, Chief Executive Officer and Chairman
    Associated Third Party Administrators
  • First Vice President and Divisional Administrator
    Financial Management & Trust Securities Group of Security Pacific National Bank

Board Memberships and Affiliations

Education

  • associate degree , banking and finance
    University of Indianapolis
  • Stonier Graduate School of Banking at Rutgers University
  • Harvard University
65 Total References
Web References
UBPSI - United Benefits and Pension Services, Inc. - About Us
www.ubpsi.com, 29 Dec 2014 [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.
UBPSI - United Benefits and Pension Services, Inc. - About Us
www.ubpsi.com, 29 Dec 2014 [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.
...
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.
Strategic Directions Management
www.strategic-directions.net, 29 Nov 2010 [cached]
Richard E. Stierwalt - President Mr. Stierwalt served as the President, Chief Executive Officer and as a director of National Investment Managers (NIVM) since its funding, December 14, 2004. On February 1, 2006, Mr. Stierwalt resigned as President and Chief Executive Officer in order to devote his time to expanding New Shorehaven, LTD, but remains a consultant to the company. Mr. Stierwalt is the principal owner of New Shorehaven, LTD, a non-US firm offering alternative investment products such as fund of funds. Mr. Stierwalt previously was the Vice Chairman on the Board of Directors of Saratoga Group of Mutual Funds and is a current owner and director of its management company, Saratoga Capital Management. Mr. Stierwalt was formerly Chief Executive Officer of Orbitex Financial Services Group; a roll-up of trust and mutual fund asset management and distribution companies. Previously, he was the President of BISYS Investment Services, a NYSE listed firm with a $2 Billion market capitalization. Prior to the March 1995 merger with BISYS Fund Services, he was Chairman of the Board and Chief Executive Officer of Concord Holding Corporation, a New York company, which he co-founded in 1987 after a 12-year career in banking.
...
The interests of the Directors and their interests in companies associated with the management, administration, promotion and marketing of the Fund and Units are set out below: Richard E. Stierwalt is an owner of Strategic Directions Management Ltd. and receives dividends from earnings.
Droplets - Our company
www.droplets.com, 16 April 2015 [cached]
Richard Stierwalt, CEO, Orbitex Management, Inc. Stierwalt is responsible for day-to-day operations of Orbitex, a globally focused financial services firm. 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.
- ...
www.sec.gov, 12 Nov 2002 [cached]
- ---------------------------------------------------------------------------------------------------------------------- Richard E. Stierwalt Director of Orbitex-Saratoga Capital Management, LLC,
President, Chief Executive Officer and Director Orbitex
...
Richard E. Stierwalt President & Chief Executive Officer
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