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Dakota Safford

Dakota Safford

Senior Analyst at Rice Hall James & Associates, LLC

Pasadena, CA , United States

About

Dakota Safford is a Senior Analyst at Rice Hall James & Associates, LLC, based in Pasadena, CA, where he is responsible for conducting fundamental research and supporting portfolio management across the firm's investment strategies. His expertise lies in bottom-up equity research, particularly focused on the micro- to mid-capitalization sectors, aligning with the firm’s emphasis on identifying undervalued growth opportunities within U.S. equities.

Safford began his career as a Financial Analyst at Advanced Financial Strategies before joining Rice Hall James & Associates in 2017 as an Analyst, progressing to his current role in 2025. Throughout his tenure, he has contributed to rigorous company analysis, sector studies, and the construction of portfolios aimed at institutional and private clients, with an investment focus that includes technology, healthcare, and industrial sectors typical of the firm's strategies.

He holds a Bachelor of Business Economics with a concentration in Accounting from the University of California, Irvine. Safford’s analytical skill set and commitment to disciplined research have established him as a key member of the Rice Hall James investment team, playing a significant role in driving the firm’s reputation for disciplined, research-driven equity portfolio management.

Career History

OrganizationRoleDate RangeDetails
Rice Hall James & Associates, LLCSenior AnalystJan 2025 to Present
Rice Hall James & Associates, LLCAnalystAug 2017 to Jan 2025
▪ Analyze U.S. publicly-traded, small-cap companies from both strategic and financial perspectives to support portfolio managers investment decisions. ▪ Serve as a generalist, analyzing company fund...
Advanced Financial StrategiesFinancial AnalystDec 2015 to Aug 2017
▪ Researched equity markets, performed due diligence, and presented investment vehicle (Mutual Fund and ETF) recommendations to the management team for portfolio consideration. ▪ Monitored markets a...

Education

UC Irvine

Bachelor of Business Economics, Accounting

2013 2017

Skills & Expertise

Leadership
Returns
PowerPoint
Social Media
Banking
Vehicles
Public Speaking
Market
Art
Accounting
Screening
Fixed Income
Promotional
Cash Flow
Online Retail
Portfolio
Private Label
Valuation
Business Economics
Sales
Data Entry
Purchase Orders
Microsoft PowerPoint
Community
Portfolio Management
Financial Modeling
Data Analysis
Moves
Consideration
Investments
Business Development
Market Research
English
Fiscal Policy
Market Penetration
Finance
Honor
Strategy
SEO
Mutual Funds
Facebook
Microsoft Office
Microsoft Word
Volatility
Microsoft Excel
Marketing
Social Networking
Cash
Time Management
Policy
Civic Engagement
Customer Service
Financial Analysis
Business Intelligence
Order Fulfillment
Budgets
Teamwork
Management
Islands
American
Research
Risk
Due Diligence
Spanish
Academic Achievement
Websites
Council

Others at Rice Hall James & Associates, LLC (8)

NameRoleLocation
A
Alec Harrell
AnalystLos Angeles, CA , United States
Anthony Yamarone
Anthony Yamarone
AnalystCA , United States
Dan Sargen
Dan Sargen
Portfolio Manager and AnalystSan Diego, CA , United States
G
George Kruntchev
Portfolio Manager, PartnerSan Diego, CA , United States
L
Lou Holtz
Portfolio ManagerPasadena, CA , United States
R
Reed Wirick
Portfolio Manager and AnalystSan Diego, CA , United States
Brandon Toney
Brandon Toney
TraderCA , United States
T
Tim Todaro
portfolio managerAlpine, CA , United States

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