Randall L. Zaharia, CFA, Principal
Randy Zaharia has worked in the financial services field since 1981. He joined Clifford Swan Investment Counsel in 2000 and became a partner in 2001. He serves on both the Research and Investment Teams in addition to servicing individual clients as their Investment Counselor.
Randy has a broad background in both fixed income and equity research, as well as portfolio management. This background spans both the public and the private sectors encompassing the individual investor as well as the institutional trust. As a result, he brings a significant depth of knowledge and a variety of perspectives to the investment and research process.
His professional experience includes positions as Senior Portfolio Manager with First American Capital Management, Investment Analyst/Portfolio Manager with the Los Angeles County MTA, Senior Treasury Analyst for the City of Santa Monica, and Portfolio Manager/Assistant Vice President with Western Asset Management Company.
- CFA Institute
- CFA Society of Los Angeles
- University of Arizona, Bachelor of Science, Major in Finance/Economics, 1981
- California State University, Long Beach, Masters in Public Admin/Policy, 1995
- Chartered Financial Analyst (CFA), 1998