Rick Summer

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Profile

Rick Summer worked as an Associate Director at UBS Asset Management (Americas), Inc., a Director at 724 Solutions, Inc., a Managing Director at Relevant C Business Group, an Accountant at FMC Technologies, Inc., an Auditor at Ernst & Young LLP (Missouri), and a Vice President at Vcapital, Inc. He also served as the Head of Individual Investor at Morningstar, Inc. (Research) from 2019 to 2021.
Mr. Summer received his undergraduate degree from Emory University and his MBA from The University of Chicago.

Former positions of Rick Summer

Companies	Position	End
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Director/Board Member	01/05/2021
Relevant C Business Group Relevant C Business Group Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
724 Solutions, Inc. 724 Solutions, Inc. Packaged SoftwareTechnology Services Designs and develops internet protocol-based software and mobile solutions	Corporate Officer/Principal	-
Vcapital, Inc. Vcapital, Inc. Investment ManagersFinance Vcapital seeks investment opportunities in companies located in the United States. The firm targets companies operating in the fields of technology and health services. It provides financing for early stage capital requirements.	Corporate Officer/Principal	-
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Corporate Officer/Principal	-

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Linked companies

Private companies	9
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
724 Solutions, Inc. 724 Solutions, Inc. Packaged SoftwareTechnology Services Designs and develops internet protocol-based software and mobile solutions	Technology Services
FMC Technologies, Inc. FMC Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services Provides energy management systems services	Commercial Services
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services	Commercial Services
Vcapital, Inc. Vcapital, Inc. Investment ManagersFinance Vcapital seeks investment opportunities in companies located in the United States. The firm targets companies operating in the fields of technology and health services. It provides financing for early stage capital requirements.	Finance
Emory University Emory University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Relevant C Business Group Relevant C Business Group Investment ManagersFinance Provides investment advice	Finance
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance

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