Richard Yasenchak, CFA, CFP®
Richard Yasenchak is Senior Managing Director, Head of Client Portfolio Management at Intech®, a position he has held since joining the firm in 2014. He works with the Relationship Management Team, serving as liaison between clients and portfolio management. Prior to Intech, Mr. Yasenchak spent almost nine years at Russell Investments in numerous roles, most recently as a portfolio manager of $5 billion in U.S. equity defensive funds, quantitative funds, midcap funds, separate accounts and beta strategies for institutions and individuals. He was responsible for portfolio analysis, portfolio construction, asset allocation strategy, portfolio risk exposure, risk budgeting, client presentation, manager research, creation of financial models and project management. Before Russell, Mr. Yasenchak was director of curriculum and certificate programs at Investment Management Consultants Association in Colorado, where he was responsible for the curriculum of the Certified Investment Management Analyst (CIMA) designation with The Wharton School at the University of Pennsylvania and The Haas School at the University of California – Berkeley. As director, Mr. Yasenchak enhanced the CIMA curriculum by adding new learning objectives and topics of derivatives, risk management and behavioral finance. He spent more than nine years as manager of pricing analysis and senior investment consultant of high-net-worth clients at Charles Schwab.
Mr. Yasenchak has a bachelor’s degree in business administration from the University of Colorado – Boulder and an MS in financial analysis from the College for Financial Planning and is a CFP® professional. He holds the Chartered Financial Analyst designation and has 29 years of financial industry experience.