Richard Stierwalt, President, Chief Executive Officer and Director, United Benefits and Pension Services Inc
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This profile was last updated on 10/25/14 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 Mar 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, 25 Dec 2014 [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
/s/ Richard ...
www.sec.gov, 3 Oct 2002 [cached]
/s/ Richard Stierwalt
...
RICHARD STIERWALT
...
Richard E. Stierwalt (47) a
Trustee, Chairman nd President since 1998
Co-Chairman, Chief Executive Officer and Director, Orbitex Financial (2000-Present) President, Chief Executive Officer and Director, Orbitex Management, Inc. (1998-2000) (investment management); Consultant, BISYS Management, Inc. (1996-1998) (mutual fund distributor); Chairman of the Board and Chief Executive Officer, Concord Financial Group (1987-1996) (administrator and distributor of funds).
NON-INTERESTED TRUSTEES Term ---- f Trust until resignation tirement
Ronald S. Altbach. (54) Trustee since 1997
...
/s/ RICK STIERWALT
...
Rick Stierwalt President--Orbitex Group of Funds
An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency.Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. ORBITEX CASH RESERVES FUND STATEMENT OF ASSETS AND LIABILITIES DECEMBER 31, 2001 ASSETS: Investment in AMR Investment Services Money Market Portfolio, at cost/value
...
Richard E. Stierwalt (47)
Trustee, Chairman and President since 1998
Co-Chairman, Chief Executive Officer and Director, Orbitex Financial (2000-Present) President, Chief Executive Officer and Director, Orbitex Management, Inc. (1998-2000) (investment management); Consultant, BISYS Management, Inc. (1996-1998) (mutual fund distributor); Chairman of the Board and Chief Executive Officer, Concord Financial Group (1987-1996) (administrator and distributor of funds).
- ------------------------------------------------------------------------------------------------------------------------------------ NON-INTERESTED TRUSTEES TERM f Trust until esignation or irement
Ronald S. Altbach. (54) Trustee since 1997
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