Richard Tarroza

Richard Tarroza has a strong and diverse background in the financial industry. Richard is currently employed as the Head Trader at EP Wealth Advisors since November 2022. Prior to this, they worked as a Trading Associate at Crabel Capital Management, LLC from April 2019 to September 2021, where they managed trade flows, executed transactions, and developed execution algorithms. Before that, they served as an Associate Trader at Eagle Seven from July 2018 to November 2018, where they conducted market research, executed trades, and monitored trading models. Richard also has experience as a Data Analyst at William Blair from May 2015 to June 2018, where they oversaw trades and resolved trade breaks, conducted account reconciliation, and assisted high-net-worth customers. Richard began their career as a Junior Trader at Henning Carey Trading from April 2014 to March 2015, where they revised market data, analyzed trade logs, and maximized revenue using trading models. Overall, Richard has a strong skill set in trading, execution, market research, data analysis, and client management.

Richard Tarroza attended City Colleges of Chicago-Wilbur Wright College from 2010 to 2012, where they earned an Associate of Arts (A.A.) degree. Richard then went on to Northeastern Illinois University from 2012 to 2014, where they obtained a Bachelor's Degree in Finance. In addition to their formal education, Richard Tarroza has additional certifications, including the Series 63 certification from NASAA and the Series 7 certification from FINRA.