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Richard David Stern

Richard David Stern, American investment company executive. Chartered Financial Analyst.

Background

  • Stern, Richard David was born on November 5, 1936 in New Rochelle, New York, United States. Son of Leo and Grace Marjorie Stern.

  • Education

    • AB, Princeton University, 1958. Master of Business Administration, Harvard University, 1962.

    Career

    • 1st vice president Newburger, Loeb & Company, New York City, 1962-1974, also board directors, 1969-1974. Senior investment officer Central Trust Company (now known as PNC Bank), Cincinnati, 1974—1976, owner business valuation consultant company, 1976—1978. Vice president Great Western Bank & Trust Company (now Wells Fargo Bank), Phoenix, 1978-1984.

      President Stern, Ludke & Company (now Stellar Capital Management LLC.), since 1984, managing member, since 2000.

    Major achievements

    • Chartered Financial Analyst.

    Politics

    Party affiliation: Republican

    Membership

    Trustee endowment trust Phoenix Chamber Music Society, 1982-1991. Vice president, 1986-1990, board directors, 1982-1991, 93-94. President Center Arizona chapter Arthritis Foundation, 1982-1984, chairman planned giving committee, 1986-1991, member national planned giving committee, 1987-1989.

    Chairman endowments and trusts committee Temple Beth Israel, Phoenix, 1980-1983. Director, investment committee Endowment Foundation, Temple Solel, Paradise Valley, 1990-1992. President American Jewish Committee, Phoenix, 1983-1984, board directors, 1980-1984, advisory board, 1985-2005.

    Jewish Community Foundation, Greater Phoenix, since 2008, member professional advisory committee since 2008. Board directors Asian Arts Council, Phoenix Art Museum, 1987-1993, vice president, 1989-1990, president, 1990-1992. Trustee Arizona Theatre Company, 1990-1997, member regional nominating committee, 1995-1997, chairman, 1995-1996, assistant treasurer, 1996-1997.

    Grants award panelist Phoenix Office of Arts and Culture, 2002, 05. Member Chartered Financial Analyst Institute, Phoenix Chartered Financial Analyst Society (chairman professional conduct committee 1980-1983, membership committee 1990-1991, board directors), Anti-Defamation League (director Central Arizona chapter since 1986, executive board since 1989, chair nominating committee 1990-1994, since 2001, chair board development 1993-1994, treasurer 1994-2004, associate national commissioner since 1998), Princeton Alumni Association Northern Arizona (alumni schools committee since 1992, vice president since 2005), University Club Phoenix (board directors 1990-1992, finance committee 1990-1991), Harvard Business School Club Arizona (board directors since 1991, president 1993-1995), Clearwater Hills Improvement Association (director 2002-2008, secretary 2006-2008).

    Connections

    • Married Phyllis Marlene Edelstein, November 20, 1966. Children: Marjorie Anne, Andrew Howard.
    • father: Leo Stern
    • mother: Grace Marjorie Stern
    • spouse: Phyllis Marlene Edelstein
    • children: Marjorie Anne Stern
    • Andrew Howard Stern
    See on larger map
    • 1958
      Princeton University
    • 1962
      Harvard University
    • 1962 - 1974
      1st vice president, Newburger
    • 1974 - 1976
      senior, investment officer Central Trust Company (now known as PNC Bank)
      Cincinnati, Ohio, United States
    • 1978 - 1984
      vice president, Great Western Bank & Trust Company (now Wells Fargo Bank)
      Phoenix, Arizona, United States
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