RICHARD JOSEPH

Profile

First Name

: RICHARD

Middle Name

:

Last Name

: JOSEPH

Related Companies
Titles
Company Name
Related People
EXECUTIVE OFFICER
MGI REDSTONE BALANCED FUND, A SERIES OF MGI GROUP TRUST
WIL BERGLUND, DENIS LAROSE, N/A MERCER INVESTMENT MANAGEMENT, INC., TOM MURPHY, CHRISTOPHER RAY, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MGI REDSTONE LARGE CAP GROWTH FUND, A SERIES OF MGI GROUP TRUST
WIL BERGLUND, DENIS LAROSE, N/A MERCER INVESTMENT MANAGEMENT, INC., TOM MURPHY, CHRISTOPHER RAY, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MERCER REDSTONE BALANCED FUND, A SERIES OF MERCER GROUP TRUST
WIL BERGLUND, DENIS LAROSE, N/A MERCER INVESTMENT MANAGEMENT, INC., TOM MURPHY, CHRISTOPHER RAY, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MERCER REDSTONE LARGE CAP GROWTH FUND, A SERIES OF MERCER GROUP TRUST
WIL BERGLUND, DENIS LAROSE, N/A MERCER INVESTMENT MANAGEMENT, INC., TOM MURPHY, CHRISTOPHER RAY, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MERCER PHOENIX INVESTMENT PORTFOLIO, A SERIES OF MERCER GROUP TRUST
WIL BERGLUND, JOHN JOHNSON, N/A MERCER INVESTMENT MANAGEMENT, INC., N/A MERCER INVESTMENTS LLC, TOM MURPHY, ALEC RAPAPORT, CHRISTOPHER RAY, JOHN TRUSCHEL, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MERCER GLOBAL LOW VOLATILITY EQUITY PORTFOLIO, A SERIES OF MERCER COLLECTIVE TRUST
N/A MERCER INVESTMENT MANAGEMENT, INC., TOM MURPHY
DIRECTOR
GLOBAL COOLING, INC.
ROBERT BAKER, DAVID M BERCHOWITZ, DAVID M. BERCHOWITZ, JEFFREY DOOSE, BRETT HARRIS, SCOTT HENDRIX, YONGRAK KWON, NEILL W LANE, NEILL W. LANE, WILLARD C MORGAN, WILLIAM C MORGAN, NICHOLAS PEZZULO, GARY PHILLIPS, ALBERT E. VIERLING
EXECUTIVE OFFICER
MERCER ACTIVE LONG CORPORATE INVESTMENT PORTFOLIO, A SERIES OF MERCER GROUP TRUST
WIL BERGLUND, JOHN JOHNSON, DENIS LAROSE, N/A MERCER INVESTMENT MANAGEMENT, INC., N/A MERCER INVESTMENTS LLC, TOM MURPHY, ALEC RAPAPORT, CHRISTOPHER RAY, JOHN TRUSCHEL, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MERCER SONOCO INVESTMENT FUND, A SERIES OF MERCER GROUP TRUST
JANICE DESMOND, JOHN JOHNSON, JOHN KIRBY, N/A MERCER INVESTMENT MANAGEMENT, INC., N/A MERCER INVESTMENTS LLC, TOM MURPHY, JOHN TRUSCHEL, LARRY VASQUEZ, MANNY WEISS
EXECUTIVE OFFICER
MERCER BUYOUT-READY FUND, A SERIES OF MERCER GROUP TRUST
JANICE DESMOND, JOHN JOHNSON, N/A MERCER INVESTMENT MANAGEMENT, INC., N/A MERCER INVESTMENTS LLC, ALEC RAPPAPORT, JOHN TRUSCHEL, LARRY VASQUEZ
EXECUTIVE OFFICER
MERCER OFFICEMAX CONSOLIDATED INVESTMENT PORTFOLIO, A SERIES OF MERCER GROUP TRUST
JANICE DESMOND, JOHN JOHNSON, N/A MERCER INVESTMENT MANAGEMENT, INC., N/A MERCER INVESTMENTS LLC, ALEC RAPPAPORT, JOHN TRUSCHEL, LARRY VASQUEZ
EXECUTIVE OFFICER
MERCER OFFICEMAX SALARIED INVESTMENT PORTFOLIO, A SERIES OF MERCER GROUP TRUST
JANICE DESMOND, JOHN JOHNSON, N/A MERCER INVESTMENT MANAGEMENT, INC., N/A MERCER INVESTMENTS LLC, ALEC RAPPAPORT, JOHN TRUSCHEL, LARRY VASQUEZ
Filings
Filing Date
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First Sale Date
2023-06-16
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2023-06-16
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2023-06-16
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2023-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-07-12 
2023-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2023-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2015-02-24 
2022-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2022-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2022-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2022-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2022-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2015-02-24 
2022-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-07-12 
2021-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2021-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2021-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2021-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2015-02-24 
2021-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-07-12 
2021-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2020-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2020-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2020-06-17
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2017-06-01 
2020-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-07-12 
2020-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2020-05-26
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2015-02-24 
2019-05-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2019-05-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-07-12 
2018-05-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2018-05-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-07-12 
2017-05-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2016-05-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2015-12-29
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2015-12-14 
2015-05-21
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2010-03-04 
2015-05-21
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2015-05-21
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-01-28 
2014-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2014-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-01-28 
2014-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2010-03-04 
2013-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2013-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-01-28 
2013-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2010-03-04 
2012-11-21
D
Link
OTHER INVESTMENT FUND 
 
 
 
2012-11-06 
2012-06-13
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2011-01-28 
2012-06-06
D
Link
OTHER INVESTMENT FUND 
 
 
 
2012-05-22 
2012-05-22
D/A
Link
OTHER INVESTMENT FUND 
 
 
 
2010-03-04 
2011-03-18
D
Link
OTHER INVESTMENT FUND 
 
 
 
2010-03-04 
2011-02-10
D
Link
OTHER INVESTMENT FUND 
 
 
 
2011-01-28