Richard Orrell

Mr. Richard W.
Orrell is a Portfolio Manager at R.N.
Croft Financial Group, Inc. He is a member of the Investment Review Committee (IRC).
As a Portfolio Manager, he provides discretionary investment advice to individual and institutional clients on the Croft platform.
In addition, he provides ongoing advisor and client relationship support through the facilitation of onboarding and KYC update calls along with client cash management and rebalancing responsibilities.
He 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.
He now uses his experience and knowledge across financial markets to help clients achieve their goals by understanding what is their why.
He attended the University of Waterloo Co-op Program, earning a Bachelor of Mathematics with a minor in Business Administration – Systems Management.
He attained his Chartered Investment Manager designation in 2016.