Randy Hardy is a Vice-President and Principal of Clune & Associates – a boutique private wealth management firm. Besides working directly with clients, Randy also handles CIO duties for the company. Randy holds the Chartered Financial Analyst designation (CFA), and has been actively engaged in the investment management and financial planning industry since 1999. He is also Certified Financial Planner (CFP)™.
Prior to joining Clune & Associates in 2009, Randy spent 10 years working for Loring Ward, a North American portfolio management and wealth management firm. While with Loring Ward, Randy lived in Toronto, Vancouver, Los Angeles, San Jose, and New York City. He was an Executive Vice-President responsible for business development and was also a member of their Investment Committee and its Executive Management Group. Randy has been a featured speaker at numerous investment management conferences and events on topics including investment management, portfolio management and financial planning.
Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 2.0 - 2019
Premiere Date: 06/19/2019 2:00pm