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
