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Thursday, Nov 21, 2024

Leaders of Influence: Wealth Managers- Richard Azarloza

Richard Azarloza
Chief Executive Officer/Portfolio Manager
Covington Capital Management

Richard Azarloza serves as Covington Capital Management’s chief executive officer and member of the Management Committee where his responsibilities include developing long-term strategy, executing operating plans and cultivating client relationships.  He is also a portfolio manager, principal and serves on the company’s Board of Directors.  Azarloza is a Chartered Financial Analyst charterholder with over 30 years of experience as both portfolio manager and research analyst, and holds the Certified Financial Planner certification.   Azarloza primarily works with high net worth clients, foundations and endowment and manages more than $550 million for family relationships that span decades.  He is also an expert in trust and estate planning, retirement planning and tax strategy. He is a member of the FBI Los Angeles Citizens Academy Alumni Association, the CFA Institute, the CFA Society of Los Angeles, the Los Angeles World Affairs Council and Town Hall, and a director of the Rogolsky Family Foundation.  

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