April 11, 2016
Richard Bodio, CFA, Portfolio Manager, is responsible for managing client portfolios, investment analysis, and acquisitions. During his time at HAIG, Rick has worked on over $700M in transactions, and is responsible for the oversight and management of approximately $1.5B in client accounts at HAIG. Prior to joining HAIG in 2011, Rick worked in Financial Strategy for Forest Systems Management Company. Rick holds a B.A. in English and Philosophy from Providence College and a MBA in Finance and Real Estate from the University of Connecticut, where he managed a portion of the University’s endowment. Rick is a CFA Charterholder and a member of the Boston Security Analysts Society.
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