Richard A. Kos, CFA, CAIA


Mr. Kos has thirty years of experience in the institutional investment management business.  Mr. Kos spent eight years on Wall Street as a Vice President at Salomon Brothers and Bear Stearns and President of Chapdelaine Pension Services Group. Previously, he was a member of the Managing Committee at Frank Russell Company where he spent nine years advising global pension clients on global funds and brokerage issues. He was part of Russell’s Global Funds design initiative and built Russell’s highly successful transition management and commission recapture businesses. He is a former member of the Securities Industry Association’s Institutional Brokerage Committee and has met with the SEC on policy issues.

Mr. Kos was awarded the Chartered Financial Analyst designation in 1989 and the Chartered Alternative Investment Analyst designation in 2010. He received his BS in Finance from the University of Connecticut. He has been licensed as a Registered Investment Adviser, Registered General Securities Principal, Options Principal and an Associated Person with the National Futures Association. His work and research have been cited in Pensions & Investments, Traders Magazine, the Japanese Ministry of Finance Journal and other industry publications including the Association for Investment Management Research.