Richard Collins, CFA

Richard Collins, CFA has a diverse work experience in finance and consulting. Richard started their career as a Communications Manager Co-op at MFS Investment Management in 2006. In 2007, they worked as an Equity Trading Co-op at Wellington Management and then as a Securities Lending, Trading Co-op at Goldman Sachs in 2008. From 2009 to 2011, Richard worked as an Associate Portfolio Analyst - Equities at Fidelity Investments. Richard then joined Cambridge Associates in 2011, where they held various roles including Consulting Associate, Management Team Leader, and Senior Consulting Associate until 2014. In 2015, Richard interned as a Senior Associate Intern at Strategy&, part of the PwC network. Richard continued working at Strategy& as a Senior Associate from 2016 to 2018. Richard's most recent position is at Charter School Capital, where they have held roles including Product Development from 2018 to 2020, Director of Strategy and Product Development from 2020 to 2022, and currently, Director of Corporate Finance since March 2022.

Richard Collins, CFA, completed their Bachelor of Science in Business Administration with a concentration in Finance at Northeastern University between 2004 and 2009. In 2014, they pursued further education and earned a Master of Business Administration (M.B.A.) from the University of Virginia Darden School of Business, which they completed in 2016.