Richard Orrell
Lid van de Investeringscommissie bij R.N. Croft Financial Group, Inc.
Profiel
Mr. Richard W.
Orrell is a Portfolio Manager at R.N.
Croft Financial Group, Inc. He is a member of the Investment Review Committee (IRC).
As a Portfolio Manager, he provides discretionary investment advice to individual and institutional clients on the Croft platform.
In addition, he provides ongoing advisor and client relationship support through the facilitation of onboarding and KYC update calls along with client cash management and rebalancing responsibilities.
He has held many different positions across a variety of financial institutions including 7 years as lead quantitative strategist at a proprietary trading firm involved in high frequency arbitrage trading.
He now uses his experience and knowledge across financial markets to help clients achieve their goals by understanding what is their why.
He attended the University of Waterloo Co-op Program, earning a Bachelor of Mathematics with a minor in Business Administration – Systems Management.
He attained his Chartered Investment Manager designation in 2016.
Actieve functies van Richard Orrell
| Bedrijven | Functie | Begin |
|---|---|---|
R.N. Croft Financial Group, Inc.
 R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Lid van de Investeringscommissie | 01-09-2021 |
Opleiding van Richard Orrell
| The University of Waterloo | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Finance |
