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Wrong Richard Stierwalt?

Richard E. Stierwalt

Chief Executive Officer

Orbitex Management Inc.

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Orbitex Management Inc.

Background Information

Employment History

Largest Administrator

Taft-Hartley Plans


Founder, President and Chief Executive Officer

UBPSI


Chief Executive Officer

Associated Third Party Administrators


Executive Producer

Hamilton Entertainment


President

The BISYS Group , Inc.


Affiliations

Droplets Inc

Strategic Advisory Board Member


University of Indianapolis

Board of Trustees and Chairs Finance


Saratoga Capital Management, LLC

Member of the Board of Directors and An Owner


Are Family Foundation

Board Member


Clinton Global Initiative

Member


The Estate Jewelers Association of America

Board Member


East Avenue United Methodist Church

Member, Board of Trustees


United Benefits and Pension Services Inc

Founder


Subcommittee for Education

Securities Operation Executive Committee and Chairman


ABA's Fiduciary

Five-Year Member


Education

Harvard University


Stonier Graduate School of Banking at Rutgers University


BA

economics

University of Indianapolis


Doctorate Degree

Humane Letters

University of Indianapolis


associate degree

banking and finance

University of Indianapolis


Web References(65 Total References)


Droplets - Our company

www.droplets.com [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.


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
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.


ATPA - Associated Third Party Administrators

www.atpa.com [cached]

Dr. Richard Stierwalt, CEO and Chairman
ATPA - Associated Third Party Administrators Dr. Richard Stierwalt, CEO and Chairman Email: rstierwalt@atpa.com Dr. Richard E. Stierwalt, our founder, 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 form the University of Indianapolis.


Strategic Directions Management

www.strategic-directions.net [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.


Strategic Directions Management Ltd. | Investment Managment Company

www.strategic-directions.net [cached]

Richard E. Stierwalt, Director
Richard E. Stierwalt, Director 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 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.


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