Meet Richard

Richard Ozols is a graduate of Wake Forest University. His undergraduate degree was in the field of Physics. He then completed his graduate work at the University of North Carolina Charlotte with a Masters in Business Administration. He graduated with high honors and was invited to be a member of Beta Gamma Sigma, the honor society for business graduates. His career in the investment field began in 1985. From that point on Richard has had a keen interest in utilizing his analytical skills in developing proprietary investment models. These models are the basis for his active investment management style.

Richard is also involved in athletics, coaching various sports for kids, refereeing high school basketball and enjoying his own golf game. He has won 4 club championships and played in two USGA Mid-Amateur championships.