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Richea Powell

President, CEO & Financial Advisor

Haven Wealth Group LLC

United States, Texas, Houston

About Me

Richea has 30 years of in-depth experience analyzing and managing investments in both equity and fixed-income disciplines. Richea’s unique background and perspective has enabled her to develop proprietary equity models to assess risk and return characteristics of various stocks to determine the optimal portfolio construction for client portfolios. While serving as Senior Vice President at JP Morgan Chase for over 15 years, Richea managed over $11 billion in fixed-income portfolios, and assisted in managing approximately $1.6 billion in small cap styles for corporations, endowments, pensions, common trust funds and mutual funds. After leaving JP Morgan Chase, Richea became the Chief Invest

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Profile Information

President, CEO & Financial Advisor

Haven Wealth Group LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Houston

Texas

United States

Sep 3, 2024

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