Richard Orrell is an Associate Portfolio Manager with Croft Financial Group (CFG) and a member of the Investment Review Committee (IRC). As an Associate Portfolio Manager, Richard supports CFG discretionary Portfolio Managers in the vetting of investment ideas through a detailed research and analysis process along with the related trade execution requirements.  In addition, Richard provides ongoing advisor and client relationship support through the facilitation of onboarding and KYC update calls along with client cash management and rebalancing responsibilities.

Richard has held many different positions across a variety of financial institutions including 7 years as lead quantitative strategist at a proprietary trading firm involved in high frequency arbitrage trading. Richard now uses his experience and knowledge across financial markets to help clients achieve their goals by understanding what is their why.

Richard attended the University of Waterloo Co-op Program, earning a Bachelor of Mathematics with a minor in Business Administration – Systems Management. In addition, Richard attained his Chartered Investment Manager (CIM) designation in 2016.

Originally from Waterloo, Richard has lived in Toronto and Barbados prior to spending the last 8 years in Pickering. Richard lives with his partner, Courtney and two daughters. Richard enjoys volunteering his time to coach soccer with the Pickering Football Club. When Richard isn’t researching investment opportunities or building financial plans, you’ll find him trail riding in Durham Forest, providing Dad Uber services or barbequing on his Big Green Egg.