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Richard Azarloza, CFA CFP

Partner | Market Leader - Cerity Partners

Richard Azarloza, CFA CFP, is a Partner and Practice Leader for Los Angeles at Cerity Partners.13 He has extensive experience in the financial services industry, helping affluent families, foundations, and non-profits define and realize their goals.1 Azarloza holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, indicating his expertise in investment management and financial planning.3

Prior to his role at Cerity Partners, Azarloza served as the Chief Executive Officer at Covington Capital Management, where he joined in 2006 and was a member of the firm's Management Committee.2 He has over 25 years of experience as both a portfolio manager and research analyst.2 Earlier in his career, he worked as a Senior Portfolio Manager and Chief Operating Officer at Brown Brothers Harriman & Co. in Los Angeles.2

Azarloza's educational background includes:

  1. A BS degree in Mathematics and Economics from UCLA2
  2. An MBA in Finance from California State University Northridge2

He is actively involved in professional organizations, being a member of the CFA Institute, the CFA Society of Los Angeles, and Town Hall Los Angeles.2

Related Questions

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Location

Los Angeles, California, United States