Bio
Chief Investment Officer, Appropriate Balance Financial Services. As CIO and equity portfolio management team member, Randall performed asset allocation and research, and developed and managed equity portfolio strategies. -Director of Quantitative Research and Investment Management, Freestone Capital Management. A senior member of the investment team at Freestone, Randall was responsible for structuring and managing investment portfolios. All told, Randall has had a distinguished 28-year career in the investment management industry. He has served in senior roles with leading institutional and wealth management firms in Chicago and Seattle, including Harris Investment Management and The Chicago Corporation. An entrepreneur and sophisticated investment strategist, he has successfully developed and managed several equity portfolio strategies, including long-short equity and market neutral equity hedge funds. B.A. (honors), Business and Economics, Simon Fraser University and M.B.A. (Finance and Statistics), Graduate School of Business, University of Chicago and Chartered Financial Analyst.
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