Rich Warner grew up in New York City and graduated from a magnet public school in upper Manhattan.

He graduated with honors in political science from a top liberal arts college in Massachusetts. He then got a master’s degree in international finance before embarking on a career in New York and Paris as a fixed-income quantitative analyst.

Rich Warner returned to New York as a co-manager of an emerging markets bond fund. He then moved to the equity side of the business, where he specialized in tracking fund flows, sector studies, and developing competitive trading models.

Rich Warner continues to manage portfolios, applying the many principles outlined in his curriculum. He continues his relentless pursuit of designing competitive ETF-based asset allocations and producing educational material for individual investors.