Richard Li

Richard Li is an Investment Associate at Disciplina Group LLC in Nashville, TN, where he contributes to the firm’s investment research, deal execution, and portfolio management processes. His current responsibilities include conducting financial analysis, evaluating investment opportunities, and supporting the firm’s strategy across multiple asset classes. While the specific sectors he covers are not publicly detailed, Disciplina Group is known for its focus on alternative investments and tailored portfolio solutions, suggesting involvement in private equity, real estate, and multi-asset class strategies.

Prior to joining Disciplina Group, Richard served as an Investment Analyst - Graduate Intern at the Cleveland Clinic, where he supported the investment team in research and due diligence activities. He also brings academic research experience from his role as a Graduate Research Assistant at the Weatherhead School of Management at Case Western Reserve University. These roles equipped him with a strong foundation in financial modeling, investment evaluation, and sector analysis, with a particular emphasis on healthcare and institutional investment portfolios.

Richard holds a Master’s degree in Finance from Case Western Reserve University, along with a Bachelor of Applied Science in Mathematics and Economics (double major) from the same institution. His academic credentials and hands-on investment experience position him as a versatile investment professional with expertise in quantitative analysis, portfolio construction, and asset allocation for institutional clients.