John J. Richard  

President, John J. Richard Consulting
7 Mather Road
San Anselmo, CA 94960

Work: 415-419-5849
Cell: 781-249-6850

Fixed Income, Damage Calculations, Investment Analysis, Investment Suitability, Materiality Analysis, Portfolio Management, Structured Finance Securities, Real Estate

John Richard is an investment professional with close to 30 years of experience in the financial markets, specializing in fixed income portfolio management, structured finance investments, and real estate finance and investment. He has been a Chartered Financial Analyst (CFA) charterholder for two decades. The CFA designation is a widely recognized credential for investment management professionals. In addition to his work in the financial markets, John has built a successful consulting practice over the last ten years, as an Expert Witness.

John ‘stays on his game’ with years of experience as an active investor, as well as his experience alongside working with close to 100 colleagues in the space. His knowledge of industry practice has been further enhanced with participation in broker-dealer events attended by employees of other institutional investment managers such as Babson Capital, Fidelity, John Hancock, MFS, Putnam, and Wellington Management, and industry conferences including those of the American Securitization Forum and ABS East.

Curriculum Vitae