Richard McAllister, CFA

Account Manager at Chronograph

Richard McAllister, CFA has a diverse work experience spanning several years and industries. Richard most recently worked at Chronograph as a Manager, where they started in January 2023. Prior to this role, they served as a Senior Analyst, Client Solutions at the same company from July 2022 to January 2023. Before joining Chronograph, Richard worked as an Analyst at Chronograph from February 2020 to February 2022. Richard also gained experience as an Investment Analyst at Mannheim LLC from June 2019 to September 2019. Richard previously served as a Convertible Bond Analyst at UBP - Union Bancaire Privée from September 2018 to March 2019. During their early career, they completed a summer internship as a US Equity Sales & Trading Summer Analyst at Stifel Financial Corp. in May 2016. Richard's leadership skills were honed during their time as the Captain of the Swiss National Junior Team Basketball from June 2010 to August 2014.

Richard McAllister, CFA, holds a Bachelor of Arts (B.A.) degree in Mathematics and Economics, which they obtained from Bowdoin College from 2014 to 2018. Prior to that, they attended Lafayette College in 2013. In 2012, Richard received a Post-graduate high school diploma from Phillips Academy, where they studied Liberal Arts. Before their enrollment in Phillips Academy, they attended Ecole MOSER from 2009 to 2012, where they specialized in Math & Physics and earned a Swiss Federal Baccalaureate (Maturité) degree. In terms of additional certifications, Richard completed the Bloomberg Market Concepts program organized by Bloomberg LP in May 2018. Richard is also a Chartered Financial Analyst (CFA) but the specific date and institution for this certification are not provided.

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Timeline

  • Account Manager

    January 1, 2024 - present

  • Manager

    January, 2023

  • Senior Analyst, Client Solutions

    July, 2022

  • Analyst

    February, 2020