Head of Research
Richard joined Clearwater Advisors in 2014 as a credit research analyst responsible for fundamental analysis, assessing credit ratings, and identifying relative value opportunities.
Richard is a generalist with particular focus on investment grade issuers. Richard has extensive experience in fixed income, and prior to joining Clearwater Advisors, worked on valuation, modeling, and regulation related to structured products and municipal securities at KPMG LLP.
Richard is a CFA Charterholder and received an MBA from UCLA Anderson and a BA in Business Economics from UCLA. Richard is a Southern California native which allows him to appreciate the beauty and uniqueness of Idaho.