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John E
CFA®, Series 66
Richmond, VA
Richmond Quantitative Advisors, LLC
John Ellison is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Richmond Quantitative Advisors, LLC since 2017 and previously at MCMG Capital Advisors, Inc. from 2015 to 2017. Ellison is also a member of New Core Investment Partners, LLC, the general partner of New Core Quantitative, LP. Richmond Quantitative Advisors, LLC provides discretionary portfolio management, model delivery, and financial advisory services to individuals, institutions, pooled investment vehicles, and registered investment companies. The firm employs a quantitative, data-driven investment process with tactical, dynamically rebalanced models and offers cryptocurrency portfolio management alongside traditional asset management services.
Andrew H
Series 63, Series 65
Richmond, VA
Richmond Quantitative Advisors, LLC
Andrew Holpe is a financial advisor at Richmond Quantitative Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at KPMG LLP and KPMG Corporate Finance LLC. He is also a general partner of New Core Investment Partners, LLC, which manages the New Core Quantitative, LP fund. Richmond Quantitative Advisors provides discretionary portfolio management, model delivery, and financial advisory services to individuals, institutions, pooled investment vehicles, and registered investment companies. The firm employs a quantitative, data-driven investment approach with tactical, dynamically rebalanced models and offers specialized services including cryptocurrency portfolio management and consulting on portfolio optimization and machine learning methods.
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