Randy Zaharia
Onderzoeksdirecteur - Fxd Inc bij Clifford Swan Investment Counsel LLC
Profiel
Mr. Randall L.
Zaharia is a Principal & Director of Fixed Income & Alternatives at Clifford Swan Investment Counsel LLC.
He has been working in the financial services field since 1981.
He has a broad background in fixed income and equity research as well as portfolio management, spanning both the public and the private sectors and encompassing the individual investor as well as the institutional trust.
As a result, he brings a significant depth of knowledge and a variety of perspectives to the investment and research process.
Mr. Zaharia was previously employed as Senior Portfolio Manager with First American Capital Management, Investment Analyst/Portfolio Manager with the Los Angeles County MTA, Senior Treasury Analyst for the City of Santa Monica, and Portfolio Manager/Assistant Vice President with Western Asset Management Company.
He received his Bachelor of Science in Business Administration, Finance & Economics from University of Arizona, 1981 and Master of Public Administration, Emphasis in Public Policy and Analysis from California State University, 1995.
He is a Chartered Financial Analyst, 1999 and Chartered Alternative Investment Analyst, 2016.
Actieve functies van Randy Zaharia
| Bedrijven | Functie | Begin |
|---|---|---|
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Onderzoeksdirecteur - Fxd Inc | 01-01-2024 |
Eerdere bekende functies van Randy Zaharia
| Bedrijven | Functie | Einde |
|---|---|---|
Clifford Associates LLC
 Clifford Associates LLC Investment ManagersFinance Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California. | Analyst-Equity | 31-10-2007 |
| County of Los Angeles (California) | Corporate Officer/Principal | - |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Corporate Officer/Principal | - |
| First American Capital Bank, NA | Corporate Officer/Principal | - |
Opleiding van Randy Zaharia
| The California State University | Graduate Degree |
| University of Arizona | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 5 |
|---|---|
Clifford Associates LLC
Clifford Associates LLC Investment ManagersFinance Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California. | Finance |
Western Asset Management Co. LLC
Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Finance |
| County of Los Angeles (California) | Government |
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
| First American Capital Bank, NA | Finance |
