About
Rich Schimbor is a Senior Equity Analyst at AMI Asset Management Corp. in Los Angeles, CA, where he focuses on the Consumer Discretionary and Consumer Staples sectors. In his current role, he is responsible for all phases of the equity research process, including financial model construction, news and event tracking, and company-specific research projects, contributing to the firm's recurring revenue investing strategies.
Schimbor joined AMI Asset Management in 2016, initially as an Equity Analyst, before being promoted to his current senior position in 2021. His earlier experience includes an Equity Research MBA Internship at The TCW Group, where he gained hands-on research experience in investment management.
He holds an MBA in Investment Management from the UCLA Anderson School of Management and a BA in Economics from the University of California, Berkeley. As a CFA® charterholder, Schimbor brings deep expertise in equity analysis and a commitment to long-term value creation in the public equities market, with a notable concentration on the consumer sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AMI Asset Management Corp. | Senior Equity Analyst | Oct 2021 to Present | — |
| AMI Asset Management Corp. | Equity Analyst | Jul 2016 to Oct 2021 | Equity analyst covering consumer staples, consumer discretionary, industrial and materials |
| The TCW Group | Equity Research MBA Intern | Jun 2015 to Sep 2015 | Equity Research MBA Intern covering consumer staples with a focus on the food, beverage and agriculture industries. |
| U.S. Bank | Assistant Vice President | Aug 2011 to Jul 2014 | Corporate banking relationship manager focused on the origination and structuring of credit and debt capital markets transactions. Managed a portfolio of large corporate companies in Southern Califor... |
| U.S. Bank | Analyst | Aug 2009 to Aug 2011 | Analyst in corporate banking group focused on credit and debt capital markets transactions for technology companies in the San Francisco Bay Area. |
| Falcon Point Capital | Equity Research Analyst | Jan 2009 to Aug 2009 | Equity research analyst at small cap focused hedge fund working on Long / Short equity fund. |
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Investment Management
2014 — 2016
University of California, Berkeley
BA, Economics
2005 — 2009
Skills & Expertise
Others at Ami Asset Management Corp. (3)
| Name | Role | Location |
|---|---|---|
A Andrew Z. | Portfolio Manager | Los Angeles, CA , United States |
A Andrhe Cunha | Equity Analyst | Los Angeles, CA , United States |
 | CIO and Portfolio Manager | Los Angeles, CA , United States |
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H Heather Liu | Portfolio Analyst | L & S Advisors Inc. | Los Angeles, CA , United States |
 | Senior Trader | L & S Advisors Inc. | Los Angeles, CA , United States |
