Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 9/3/15  and contains information from public web pages and contributions from the ZoomInfo community.

Dr. Richard E. Stierwalt

Wrong Dr. Richard E. Stierwalt?

Chief Executive Officer

Local Address:  New York City , New York , United States
Background

Employment History

Board Memberships and Affiliations

Education

  • BA , economics
    University of Indianapolis
  • associate degree , banking and finance
    University of Indianapolis
  • Stonier Graduate School of Banking at Rutgers University
  • Honorary Doctorate Degree
    University of Indianapolis
  • Doctorate Degree , Humane Letters
    University of Indianapolis
65 Total References
Web References
Droplets - Our company
www.droplets.com, 3 Sept 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.
ORBITEX - NEWS
www.orbitexgroup.com [cached]
20/07/1998 - ORBITEX Management Inc, announced that Richard E. Stierwalt has joined the firm as president and CEO and Director of ORBITEX Management Inc.
- ...
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
UBPSI - United Benefits and Pension Services, Inc. - About Us
www.unitedbenefitsandpensionservices.com, 28 Feb 2014 [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.
/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
Other People with the name "Stierwalt":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304