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2016-06-05T00:00:00.000Z

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Wrong Richard Stierwalt?

Dr. Richard E. Stierwalt

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Background Information

Employment History

President-Orbitex Group Of Funds

Chief Executive Officer

Orbitex Management Inc.

President

The BISYS Group , Inc.

Founder, President and Chief Executive Officer

UBPSI

Chief Executive Officer

Associated Third Party Administrators

Affiliations

Strategic Advisory Board Member
Droplets Inc

Board of Trustees and Chairs Finance
University of Indianapolis

Board Member
Are Family Foundation

Member
Clinton Global Initiative

Board Member
The Estate Jewelers Association of America

Member, Board of Trustees
East Avenue United Methodist Church

Member of the Board of Directors and An Owner
Saratoga Capital Management, LLC

Securities Operation Executive Committee and Chairman
Subcommittee for Education

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 (94 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.


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]

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.

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