Randall L. Zaharia, CFA, CAIA®

Principal, Investment Counselor

(626) 792-2228  

Randy joined Clifford Swan in 2000 and became a partner in 2001, having worked in the financial services field since 1981. Randy has a broad background in fixed income and equity research as well as portfolio management, spanning both the public and the private sectors and 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 included 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.


"The square root of man is not a constant. That is, man is not predictable and no model can exactly forecast what he will do."

CFA Institute
CFA Society of Los Angeles
Full Member, Chartered Alternative Investment Analyst Association®
University of Arizona, Bachelor of Science in Business Administration, Finance & Economics, 1981
California State University, Long Beach, Master of Public Administration, Emphasis in Public Policy and Analysis, 1995
Chartered Financial Analyst, 1998
Chartered Alternative Investment Analyst®, 2016

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