Richard Excell
Richard Excell is an Instructor of Finance at the Gies College of Business. He is also a Senior Portfolio Manager at Wolverine Asset Management. In this role, Excell runs a global equity long/short hedge fund portfolio that combines quantitative factor and discretionary macro analysis, with bottom-up fundamental analysis and derivatives trade implementation for institutional investors. Earlier in his career, Excell launched and managed precious metals, foreign exchange, and emerging market cash and derivatives trading businesses around the globe.
Richard Excell Professional Experience / Academic History
Professional Experience
-
Instructor of Finance
-
Managing Director, Co-Head of Global Equities
-
Managing Director, Head of European Single Manager Platform
-
Executive Director, Co-Head of Derivatives Trading Funds
-
Executive Director, Co-PM of Opportunistic Equity Long/Short Fund
-
Director, Co-Portfolio Manager for Financials Sector and Head of US Trading for the Fundamental Market Neutral Fund
-
Executive Director, Head of FX Options
Academic History
-
MBA, Finance and Entrepreneurship, High Honors
-
BS, Finance, High Honors
- Excell spent the majority of his career with UBS O’Connor.
- He has lived in Japan, Singapore, Hong Kong, Switzerland, and the United Kingdom.
- He became a CFA® charterholder in 1999 and became a CMT charterholder in 2018.
- He serves as the co-chair of the Education Advisory Group and is on the Budget Committee of CFA Society Chicago.
- He has appeared as a guest on Real Vision.