Wealth Planning

Rising Rates Make Cash More Interesting

July 16, 2018

Randy Rae
Randy Rae

Manager in Investment Advisory

Randy puts his 25 years of financial experience to work daily as a Manager in Investment Advisory, driving asset allocation and asset selection decisions.

Randy began his investment career as a stockbroker at Merrill Lynch. It wasn’t long before he discovered he enjoyed the investment research side of the business. He ultimately went back to school to get his MBA, with the goal of becoming a stock analyst.

Today, he derives significant personal satisfaction by helping Aspiriant clients navigate the stock market and better understand the investment world.
Randy came to Aspiriant as part of Stanford Investment Group in 2017. As Senior Investment Analyst at SIG, Randy oversaw trading operations and supported client advisory activities.

Before joining SIG in 2002, Randy held positions with Barclays Global Investors, the Civic Bank of Commerce and the Federal Home Loan Bank. He is a member of the CFA Society San Francisco.

Randy holds a Bachelor of Arts degree in Economics from Stanford University and a Master of Business Administration from University of California, Berkeley. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst® (CFA).

After hours, Randy serves as a volunteer financial literacy and life skills teacher at a local high school. He is also a member of the investment board and is interim treasurer at his church.

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