Richard Chauvin Cfa Email & Phone Number | Career Profile I possess a decade of experience as Chief Investment Officer of an SEC-Registered Investment Advisor (RIA) within wealth management organizations, and over 35 years of serving individual and institutional clients in the management of their financial portfolios. My client retention rate is 97 percent I serve clients in a holistic manner, recognizing needs that go beyond the management of their assets. I recruit, develop and manage portfolio managers to function collaboratively in creating competitive, multi-asset class portfolios for private and institutional clients. I create and lead teams in investment strategy and product development decisions. My record of success is demonstrated by my teams' accomplishments in exceeding equity and fixed-income benchmark returns over multi-year timeframes. I coach client-facing associates to develop practices that lead to better client satisfaction and retention. I serve as a spokesperson for investment and wealth management organizations on topics such as the economic outlook, geo-politics and risks, and financial market conditions. Asset management and wealth management firms cannot succeed without an ingrained culture of compliance and ethics. My record of building trust with compliance staff, regulators and auditors is exemplary. At my most recent employer, I led the firm's adoption of the CFA Statement of Investor Rights.

Richard Chauvin Cfa

Career Profile I possess a decade of experience as Chief Investment Officer of an SEC-Registered Inv...
Baton Rouge Metropolitan Area, Baton Rouge Metropolitan Area, United States

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Richard Chauvin Cfa’s Email richard.chauvin@whitneybank.com

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Richard Chauvin Cfa’s Location Baton Rouge Metropolitan Area, Baton Rouge Metropolitan Area, United States

Richard Chauvin Cfa’s Current Industry Hancock Whitney Bank

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Work Experience

Hancock Whitney Bank

Investment Director

2016-03-01 00:00:00 - Present

Capital One Asset Management

Chief Investment Officer

2003-01-01 00:00:00 - 2014-05-01 00:00:00

2003 52014 Capital One Asset Management

Chief Investment Officer

2003-01-01 00:00:00 - 2014-05-01 00:00:00

Hibernia Asset Management

Senior Portfolio Manager

2001-09-01 00:00:00 - 2003-01-01 00:00:00

Commonwealth Advisors

Equity Strategist

1997-01-01 00:00:00 - 2001-08-01 00:00:00

Bancone Investment Advisors

Director Of Portfolio Management

1996-01-01 00:00:00 - 1997-01-01 00:00:00

Premier Investment Advisors

Vice President And Portfolio Manager

1980-01-01 00:00:00 - 1996-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Richard Chauvin Cfa

Richard Chauvin Cfa is located at
Baton Rouge Metropolitan Area, Baton Rouge Metropolitan Area, United States

Richard Chauvin Cfa is a Career Profile I possess a decade of experience as Chief Investment Officer of an SEC-Registered Investment Advisor (RIA) within wealth management organizations, and over 35 years of serving individual and institutional clients in the management of their financial portfolios. My client retention rate is 97 percent I serve clients in a holistic manner, recognizing needs that go beyond the management of their assets. I recruit, develop and manage portfolio managers to function collaboratively in creating competitive, multi-asset class portfolios for private and institutional clients. I create and lead teams in investment strategy and product development decisions. My record of success is demonstrated by my teams' accomplishments in exceeding equity and fixed-income benchmark returns over multi-year timeframes. I coach client-facing associates to develop practices that lead to better client satisfaction and retention. I serve as a spokesperson for investment and wealth management organizations on topics such as the economic outlook, geo-politics and risks, and financial market conditions. Asset management and wealth management firms cannot succeed without an ingrained culture of compliance and ethics. My record of building trust with compliance staff, regulators and auditors is exemplary. At my most recent employer, I led the firm's adoption of the CFA Statement of Investor Rights.

Richard Chauvin Cfa currently works in the Hancock Whitney Bank |

No Languages Available

Richard Chauvin Cfa has prior
experience in the following industries:
Capital One Asset Management | 2003 52014 Capital One Asset Management | Hibernia Asset Management | Commonwealth Advisors | Bancone Investment Advisors | Premier Investment Advisors

Richard Chauvin Cfa has the following professional experience:
Hancock Whitney Bank | Capital One Asset Management | 2003 52014 Capital One Asset Management | Hibernia Asset Management | Commonwealth Advisors | Bancone Investment Advisors | Premier Investment Advisors

You can view Richard Chauvin Cfa’s LinkedIn profile at LinkedIn URL

Richard Chauvin Cfa’s work email
addresses are
richard.chauvin@whitneybank.com

Hancock Whitney Bank |