Rand Folta, CFA

Rand Folta, CFA

Portfolio Manager

“Investing isn’t just my vocation but my avocation as well.  I enjoy the whole process of generating new ideas. Whether it is analyzing how the world is changing, the industries affected or looking at individual companies, the challenges keep me engaged and driven.  But the most fulfilling piece comes from working with our clients and being an integral part of helping them reach some of their most important goals.”

Professional Experience and Education

Rand has over forty years’ experience in the investment industry in both the institutional and private client segments. He was recently Chief Investment Strategist for Winslow, Evans and Crocker. Prior to that he was Chief Investment Officer at Burns & Levinson Asset Management and Equity Portfolio Manager for National Grange Mutual Insurance Company.

Rand is a Chartered Financial Analyst and member of the CFA Institute.

He earned his B.S. in Investments and Economics from Babson College and M.S. in Finance from Boston College.

Fun Facts

Rand is a history buff who enjoys cooking and sailing. He lives in Mendon, MA, with his wife and recently celebrated the arrival of two granddaughters.