Richard Schimbor is responsible for assisting in all phases of the equity research process, including model construction, news and event tracking, and research projects. Richard began his career at Falcon Point Capital, a long-short hedge fund in San Francisco. Most recently Richard served as an Assistant Vice President at U.S. Bancorp. Richard has held internships in equity research with Trust Company of the West and Dalton Investments. Richard received a B.A. in Economics with Highest Honors from the University of California, Berkeley and an M.B.A from the UCLA Anderson School of Management. Richard has been with the firm since 2016.
Simplifying The Path Towards A Secure Future.
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.