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John Wheeler Richards

John Wheeler Richards, American investment executive. Chartered finance analyst. Fellow The Finance Analysts Federation; member Institute Chartered Finance Analysts.

Background

  • Richards, John Wheeler was born on March 28, 1936 in Alexandria, Virginia, United States. Son of Howard Crawford and Catherine Madeleine (Wheeler) Richards.

  • Education

    • Bachelor in Economics, University Virginia, 1961.

    Career

    • Corporation trust clerk Fairfield County Trust Company, Stamford, Connecticut, 1961-1963. Investment advisor Brown Brothers Harriman, Philadelphia, 1963-1967, Smith Barney & Company, Philadelphia, 1967-1970. Insurance agent Wm. Hyndman III Insurance Agency, 1970-1973.

      Investment advisor Capitoline Investment Service, Lynchburg, Virginia, 1973-1975. Vice president Provident National Bank, Philadelphia, 1975-1981. Executive vice president Newbold's Asset Management, Bryn Mawr, Pennsylvania, since 1981.

      Board directors Newbold's Asset Management.

    Major achievements

    • Chartered finance analyst.

    Politics

    Party affiliation: Republican

    Religion

    Denomination: Presbyterian

    Membership

    Fellow The Finance Analysts Federation. Member Institute Chartered Finance Analysts.

    Personality

    Interests

    Travel, baseball, music, civil war history.

    Connections

    • Married Faith Virginia Hyndman, May 4, 1968 (divorced 1989). Children: John Wheeler Junior, Virginia Hyndman. Married Candace Baldwin Kurz, September 28, 1996.
    • father: Howard Crawford Richards
    • mother: Catherine Madeleine (Wheeler) Richards
    • spouses: Faith Virginia Hyndman
    • Candace Baldwin Kurz
    • children: John Wheeler Junior Richards
    • Virginia Hyndman Richards
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    • 1961
      University Virginia
    • 1961 - 1963
      Corporation trust clerk, Fairfield County Trust Company
      Stamford, Connecticut, United States
    • 1963 - 1967
      investment advisor, Brown Brothers Harriman
      Philadelphia, Pennsylvania, United States
    • 1967 - 1970
      investment advisor, Brown Brothers Harriman
      Philadelphia, Pennsylvania, United States
    • 1970 - 1973
      insurance agent Wm. Hyndman The third Insurance Agency
    • 1973 - 1975
      investment advisor, Capitoline Investment Service
      Lynchburg, Virginia, United States
    • 1975 - 1981
      vice president, Provident National Bank
      Philadelphia, Pennsylvania, United States
    • 1981
      executive, vice president Newbold's Asset Management
      Bryn Mawr, Pennsylvania, United States