Randy Canent serves as a Client Portfolio Manager and provides comprehensive investment management services to high-net-worth individuals, families, and institutions. Working with clients to create an investment plan tailored to each individual’s unique needs. With his extensive experience and commitment to service, he develops a client profile, designs a long-term strategy, and implements an investment plan to help clients achieve their goals.
Prior to joining the firm, Randy worked as Director for TIAA Endowment and Philanthropic services where he offered Outsourced Chief Investment Officer services to Endowments, Foundations, and Nonprofit Institutions. Previously, as Senior Portfolio Manager for BlackRock Private Investors, he analyzed the asset allocation needs for high-net-worth and institutional clients, and managed multi-asset strategy portfolios which included domestic and international equity, taxable and tax-exempt fixed income, and multi-asset income and alternative investments.
Education and Professional Credentials