Richard Segarra, CFA, COO, Director of Research.

BS, Chapman University. Chartered Financial Analyst (CFA).

With over 30 years of experience in equity research, Richard Segarra retains a depth of knowledge of the investment industry. Mr. Segarra became Director of Research of Ford Equity Research in 1995 and was named Chief Operating Officer after the company was acquired by Mergent in 2004. Prior to joining Ford, he was an equity analyst and portfolio manager with William O’Neil & Associates. He is responsible for Ford’s data systems, equity model development and published research. Some of his accomplishments include the development of robust equity models (including the Ford Value/Momentum model) and the design and implementation of successful investment methodologies. 

William Neill, CFA, Vice President of Program Development.
BA, University of California, San Diego. Chartered Financial Analyst (CFA).

Sales and Client Support

David Hargett, CFA, Sales Manager
Managing Director, Intrinsic Research Systems
Analyst-Portfolio Manager, Alder Management 2001-2002.
Managing Director, StockVal, 1992-2001.
BS, Arizona State University. Chartered Financial Analyst (CFA).