A Principal and Portfolio Manager at Leisure Capital Management, Ray oversees the firm’s equity mutual fund research and assists in the analysis of our investment portfolios. One of the founding partners of the firm, he is also responsible for managing account activity and services for our new and existing clients. Ray earned his bachelor’s degree in finance with an emphasis in securities from California State University, Long Beach. He received the Chartered Financial Analyst (CFA) designation in 2006 and is a member of the CFA Society of Orange County. His experience in portfolio research, portfolio analysis, and account management for high-net-worth individuals and foundations spans ne