Investment Management

Dakota joined RHJ in August 2017. Prior to joining the firm, he worked at Advanced Financial Strategies as a financial analyst. Dakota received a B.A. in Business Economics from the University of California, Irvine. While at UCI, he was involved in the Student Managed Investment Fund, where he performed equity research and evaluated portfolio structures. […]

Brandon joined RHJ in March 2017. Prior to joining the firm, he worked at Wall Street Associates for two years as a trader. Brandon received a B.S. in Finance from San Diego State University. Brandon is a CFA® charterholder. He is a member of CFA Society San Diego.

Tony joined RHJ in September 2016. Prior to joining the firm, he worked at Ameriprise Financial as a member of their financial planning team. Tony received a B.S. in Business Administration from San Francisco State University and an M.S. in Financial Analysis and Investment Management from Saint Mary’s College of California. Tony is a CFA® charterholder. […]

Alec joined RHJ in December 2017. Prior to joining the firm, he was a Senior Portfolio Manager/Analyst at Northern Trust Asset Management. Prior to that, Alec worked as a Portfolio Manager/Analyst for Convergent Fund Management and an Analyst for Needelman Asset Management. Alec received a B.A. in in politics, philosophy, and economics from Claremont McKenna […]