Overview
Randy has 25 years of experience in the investment field and is now a Senior Wealth Advisor on Aprio’s Wealth Management team. He is responsible for managing clients’ assets and working with ultra-high-net-worth clients. Randy manages portfolios for individuals, families, and institutions and devotes much of his time to investment analysis, specializing in asset allocation decisions and security selection.
Experience
He has extensive experience in public market securities and investments in general. Over the last 10 years, Randy focuses on all aspects of wealth management for ultra-high-net-worth clients. He structures investment accounts to achieve the highest risk adjusted after-tax return.
Before joining Aprio, Randy was a Portfolio Manager for an large investment firm, focusing on financials, capital markets companies and the technology sector. He began his career at Northern Trust in Chicago, then helped manage mutual funds at Silvant Capital Management and later moved into a Wealth Management role with an RIA in Atlanta overseeing $2.8b in assets.
Randy feels the greatest fulfillment and strongest sense of achievement in successfully executing clients’ complex plans and growing their wealth beyond their expectations. He takes pride in servicing clients at the very highest level 365 days a year.
Education & Affiliations
Randy earned a Bachelor of Arts in Economics/International Relations from the American University and a Master of Business Administration from Emory University – Goizueta Business School. He holds a Chartered Financial Analyst® (CFA®) designation. Randy is also on the Board of Trustees of the Georgia Securities Association, and a member of the Atlanta Area Estate Planning Council and the Atlanta Estate Planning Council.