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.
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(Tuesday, June 2, 2020, 9:07 p.m. EST) Business owners are in a tight spot: Federal tax rules have eased restrictions to allow those harmed by the epidemic to borrow from their IRA or federally qualified retirement plan; but without careful planning,