You're signed outSign in or to get full access.
About
Richard Fu is an Investment Analyst at Advanced Portfolio Management in New York, NY, where he is responsible for supporting the firm’s research and investment analysis activities. His current role involves evaluating portfolio strategies and assisting in the management of multi-asset class portfolios for institutional and high-net-worth clients, with an emphasis on rigorous quantitative research.
Prior to his full-time position, Richard gained experience as an Investment Intern at Advanced Portfolio Management and as a Summer Intern at PGIM Investments, further developing his analytical skills and exposure to asset management. His focus includes traditional and alternative asset classes, with particular attention to equities, fixed income, and diversified portfolio construction strategies.
Richard holds a Bachelor of Science in Finance from Fordham Gabelli School of Business, where he participated in investment-focused student activities and honed his expertise in financial analysis and portfolio management. As a disciplined and research-driven analyst, he contributes strong technical and industry knowledge to his firm’s innovative investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advanced Portfolio Management | Investment Analyst | Oct 2024 to Present | — |
| PGIM Investments | Summer Intern | Jun 2023 to Aug 2023 | Strategic Investment Research Group (SIRG) - Investment Strategy Team |
| Advanced Portfolio Management | Investment Intern | Nov 2022 to May 2023 | — |
| Global Sage | Research Intern | Jan 2022 to May 2022 | — |
Education
Fordham Gabelli School of Business
Bachelor of Science (BS), Finance
2020 — 2024
Horace Greeley High School
High School Diploma
2016 — 2020
Others at Advanced Portfolio Management, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
 | Portfolio Analyst | New York, NY , United States |
M Matthew Hansen | Principal | New York, NY , United States |
 | Chief Social Investment Officer | New York, NY , United States |
R Rahul Kakar | Chief Investment Officer | New York, NY , United States |
S Shashvat Shah | Quantitative Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager and Macro Strategist | Donald Smith & Co. Inc. | New York, NY , United States |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
 | Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States |
 | Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States |
