Exencial Wealth Advisors
Randy Farina is a Senior Portfolio Manager at Exencial Wealth Advisors, handling equity SMA strategies with a total AUM of 1B+. Prior to this role, Randy was a Senior Research Analyst at Westwood Global Investments and a Portfolio Manager at Putnam Investments for International and US Small Cap Core Strategies. Randy holds a Master of Science in Finance from Boston College and a Bachelor of Science in Finance and Economics from University of Massachusetts Lowell.
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Exencial Wealth Advisors
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.