Richard Holguin joined the Mozaic team in 2019 and works as lead on multiple client relationships. In this role, his responsibilities include asset allocation, portfolio monitoring, estate planning, and maintaining an open channel of communication on other client and market related issues. Richard is also a key contributor to Mozaic’s research efforts, working to source and underwrite new investment opportunities and continuously evaluate existing exposures. He has experience in both traditional and alternative asset classes.

Richard is a Chartered Financial Analyst (CFA®) charterholder and received a B.A. in Business Economics with a Minor in Accounting from the University of California, Los Angeles (UCLA).

Outside of finance, he enjoys spending time playing sports, guitar, and chess as well as watching movies and spending time with friends and family.