Richard Carey, CFA

Consulting Analyst at Fiducient Advisors
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Contact Information
us****@****om
(386) 825-5501
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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Mar, 2019
    - Nov, 2024

Experience

  • Fiducient Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Consulting Analyst
      • Sep 2020 - Present

  • Fiduciary Investment Advisors, LLC
    • Windsor, CT
    • Reseach Analyst
      • Jul 2015 - Sep 2020

      Member of ESG Committee. Research analyst with focus on Defined Benefit and Endowment/Foundation client accounts Member of ESG Committee. Research analyst with focus on Defined Benefit and Endowment/Foundation client accounts

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2015 - Jun 2015

      Financial advisement on all wide range of investments. Primary focus is 403(b) retirement benefits for public school employees. Financial advisement on all wide range of investments. Primary focus is 403(b) retirement benefits for public school employees.

  • State Electric Corporation
    • United States
    • Construction
    • 1 - 100 Employee
    • Prefabrication Technician
      • May 2013 - Dec 2014

Education

  • Syracuse University
    Bachelor of Science (B.S.), Economics
    2010 - 2014
  • Concord Carlisle Regional High School
    Diploma
    2006 - 2010

Community

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