Richard Losanno is the firm’s Portfolio Manager and Managing Director. Mr. Losanno has over twenty years of portfolio management, investment advisory, consulting, and planning experience. Prior to Single Track Financial, he was a founder, principal, and manager of the investment advisory firm, Rosebud Capital, LLC. At Rosebud, he had a demonstrated record of success in investment analysis and securities selection. He was responsible for the firm’s due diligence processes, equity valuation models, asset allocation strategies, and portfolio management structures. In his early career, he was an associate equity analyst at SunTrust Equitable Securities where he covered and researched telecommunication equipment companies. Finally, he began his investment career as an investment analyst at Prudential Investments (a division of Prudential Insurance). At Prudential, he was a member of a team responsible for researching equity securities and presenting investment ideas to a group of portfolio managers.
Mr. Losanno has a Master of Business Administration (MBA) from Southern New Hampshire University. He also has a Bachelor of Science (BS) degree in Accountancy, summa cum laude, from Bentley University. Finally, he holds the Chartered Financial Analyst (CFA) designation, is a licensed Certified Public Accountant (CPA) in the Commonwealth of Massachusetts, and has earned the AICPAs Personal Financial Specialist (PFS) credential.
