Eric Richards Email & Phone Number

• Raub Brock Capital Management is an independent, nationwide SEC Registered Investment Advisor that manages approximately $2 billion for institutional and private clients. For institutional clients, the firm offers its.
• Work directly as a member of the Investment Committee, which makes decisions on a consensus basis, to monitor the existing portfolio, and identify and select top candidates for inclusion in the portfolio.
• Perform rigorous, fundamental, bottoms-up research on 120 to 130 companies to identify and select the top candidates for inclusion in the Dividend Growth Portfolio, and provide conclusions to the Investment Committee.
• Promoted to Senior Research Analyst in December 2017, and to Director of Research in October 2024.

New York, NY, US

• Performed deep-dive fundamental, bottoms-up company and industry analysis to source investment ideas across all sectors for the Small-Cap growth equity funds. Focused research on the energy, industrials and materials.
• Created and maintained in-depth financial and valuation models (P&Ls, Balance Sheets, Cash flows, DCF, detailed product estimates) on over 100 companies using inputs from survey work, company management meetings (both.
• Presented investment recommendations to portfolio managers, and worked directly with them to establish and maintain appropriate position sizes in the highest conviction ideas in the Small-, Smid-, Mid-, and Large-Cap.
• Regularly met with senior management teams to reassess investment thesis and discuss current trends, corporate strategy, and competitive landscape and what steps could be taken to improve positioning and investment.
• Managed a portfolio of global energy, industrials and metals and mining stocks as part of the Alger Analyst Fund between 2012 and 2014. Consistently ranked as a top 5 performer by generating outperformance relative to.
• Promoted to Associate Analyst in March 2008, and to Vice President, Analyst in October 2010.

• Assisted senior research analyst in coverage of Integrated Oils (BP, COP, CVX, HES, MRO, MUR, OXY, RDSA, TOT and XOM) Independent Refiners (FTO, SUN, TSO, VLO, WNR).
• Developed and published regular and special research reports that evaluated operational performance, assessed competitive landscape, and provided investment recommendations incorporating information obtained from field.
• Regularly interacted with investors to discuss reports and analysis to assist with their investment process.

Washington, DC, US

• Analyzed the commercial paper and equity markets to assist the Board of Governors and senior staff officials in creating economic forecasts and determining monetary policy.
• Designed and implemented internal systems for analyzing executive stock option grants and exercises of large public companies to determine their effect on compensation and corporate profits. Co-wrote report used by the.
• Constructed quantitative systems using SAS and Stata to examine the relationship between stock returns and the timing of earnings estimates, resulting in a research paper on the counterproductive efforts of managing.
• Promoted to Assistant Economist in February 2002, one of three people in the prior ten years to advance on this path.

Mba, Finance

Ba, Math & Economics W/ Concentration In Statistics

Ai For Trading Nanodegree

Ai Programming With Python Nanodegree