Richard E. Azarloza, CFA, CFP®

Richard E. Azarloza, CFA, CFP®

Chief Executive Officer

Richard Azarloza is the Chief Executive Officer for Covington Capital Management.  He is also a member of the firm’s Management Committee and Board of Directors.  As a portfolio manager, Richard works with high net worth families, foundations and non-profits.  He joined Covington in 2006 and has more than 25 years of investment experience.

From 2003 until 2006, Richard worked for Brown Brothers Harriman & Co. as Senior Portfolio Manager and was the firm’s Chief Operating Officer in Los Angeles.  From 1999 to 2003, Richard was a Portfolio Manager at US Trust Company.  Prior to that, Richard spent 10 years at Bank of America Capital Management and Security Pacific Investment Management as an Analyst and Portfolio Manager.

Richard holds a BS degree in Mathematics and Economics from UCLA.  He also has a MBA in Finance from California State University, Northridge.  Richard is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP).

Richard is a graduate of the FBI Los Angeles Citizens Academy and remains actively involved in the Alumni Association.  He is also a member of the CFA Institute and the Los Angeles World Affairs Council & Town Hall. 

Richard is of Cuban-descent and fluent in Spanish.  Hobbies and interests include sports, traveling and photography.  He and his wife Sylvia have two children and live in Pasadena.

What is the CFA and CFP®?

The CFA is a professional designation awarded by the CFA Institute (formerly AIMR) to investment and financial professionals after demonstrating competence and integrity of financial analysis. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. Before becoming a CFA charterholder, you must have four years of qualified investment/financial career experience.

The Certified Financial Planner (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP® Board) in the United States, and by 25 organizations affiliated with Financial Planning Standard Board (FPSB), the international owner of the CFP® mark outside the United States.

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.