General Investing >> Money Manager Interviews >> April 20, 2009

Large Cap Core Equity Investing – Richard I. Sichel – The Philadelphia Trust Company

Richard I. Sichel is Executive Vice President and Chief Investment Officer at the Philadelphia Trust Company. He is responsible for the firm's investment policy and strategy. He manages equity and fixed income portfolios for high net worth individuals, foundations, endowments, Taft-Hartley plans and public and corporate pension plans. Prior to joining the firm, he was employed as the Chief Investment Officer of Investment Counselors of Bryn Mawr, a department of the Bryn Mawr Trust Company. During his career he has been a Portfolio Manager and Director of Investment Research with several Princeton and Philadelphia institutions. He is a member of the CFA Society of Philadelphia, several Estate Planning Councils, and serves on various Boards. He is quoted often in The New York Times, The Wall Street Journal and other respected major financial publications. He is also a regular guest commentator on CNBC, Bloomberg TV and Radio and Fox Business News TV. Profile
TWST: Would you start with an overview of The Philadelphia Trust Company and

what you do there?

Mr. Sichel: We are primarily an investment firm managing money for institutions

and high net