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Wayne Richardson, CFA®

Wayne Richardson, CFA®

Investment Research Analyst

  • Provides due diligence and research activities on mid- and small-cap mutual funds, exchange-traded funds, and equities         
  • Evaluates and selects managers and disseminates research in the mid-cap and small-cap equity asset classes
  • Assists the Investment Management team with calculating, analyzing, and updating internal performance reports
  • Earned a bachelor’s in economics from the University of Connecticut and holds the Chartered Financial Analyst® (CFA®) designation