Lily Taft Richard, CFA®

Lily is a CFA® Charterholder and investment professional specializing in individual security selection, equity research, fundamental analysis, and portfolio management. She serves as a voting member of her firm’s Investment Policy Committee, contributing to the equity research and security selection process.

Lily graduated summa cum laude from Tulane University with a Bachelor of Science in Management, majoring in Finance. While at Tulane, she authored small-cap equity research through the Burkenroad Reports program and helped manage a portion of the university’s $1.3 billion endowment through the Darwin Fenner Student Managed Fund.

At The Academy of Finance® in New York City, Lily leads the Security Selection & Fundamental Analysis curriculum within the Wall Street Master Class®. She teaches high school and college students how professional investors research companies, analyze financial fundamentals, evaluate individual securities, and make disciplined investment decisions.

She is also an active council member of CFA Society San Francisco and regularly contributes to investment thought leadership, conferences, and speaking engagements.