Rich Hagner

Portfolio Manager-Equities at Inverness Counsel LLC

Finance

Consumer Services

Miscellaneous

Profile

Mr. Richard W.
Hagner is Vice President at Inverness Counsel LLC.
He manages portfolios for high net worth clients, family trusts, and foundations.
Prior to joining Inverness in 2005, Mr. Hagner worked as a Financial Advisor at Smith Barney.
He also worked at Kidder, Peabody & Co., Inc. and Irving Trust Co. He received his BA degree from Franklin & Marshall College in 1976 and an MBA from Pace University in 1980.

Rich Hagner active positions

Companies	Position	Start
Inverness Counsel LLC Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients.	Portfolio Manager-Equities	2004-12-31

All active positions of Rich Hagner

Former positions of Rich Hagner

Companies	Position	End
Smith Barney & Co., Inc.	Corporate Officer/Principal	-
Kidder, Peabody & Co., Inc. Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.	Corporate Officer/Principal	1983-12-30
Irving Trust Co.	Corporate Officer/Principal	-

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Training of Rich Hagner

Pace University	Masters Business Admin
Franklin & Marshall College	Undergraduate Degree

Experiences
Positions held

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	4
Inverness Counsel LLC Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients.	Finance
Smith Barney & Co., Inc.	Finance
Kidder, Peabody & Co., Inc. Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.	Finance
Irving Trust Co.	Miscellaneous

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