Rich Mormile

Rich Mormile has a diverse work experience in the financial industry. Rich is currently working as a Managing Director at Clear Street, specializing in Capital Introduction since 2022. Prior to that, they worked at JonesTrading as a Managing Director and Head of Capital Introductions from 2019 to 2022. Rich also served as a Senior Investment Officer at Permanens Capital LP from 2016 to 2019, overseeing alternative asset allocation for various clients including university endowments and high net worth individuals. Before that, they were the Director and Head of Research at Burnham Asset Management from 2014 to 2016, where they built a successful research/advisory and fund of funds business. Rich began their career as a Research Analyst at Pioneer Alternative Investments from 2002 to 2008, sourcing and monitoring hedge fund investments. Rich Mormile has deep expertise in investment management, capital introductions, and alternative investments.

Rich Mormile attended Brown University from 1998 to 2002, where they earned a Bachelor of Arts (B.A.) degree in Business/Managerial Economics. In addition, they obtained a CAIA certification from the CAIA Association in April 2007. Rich also holds certifications in Series 63 and Series 7 from FINRA, although the specific dates of obtaining these certifications are not provided.