General Investing >> Money Manager Interviews >> September 12, 2014
Randy Warren is Chief Investment Officer of Warren Financial Service, a registered investment advisory firm. He also manages WFS Funds, the institutional division of Warren Financial Service, which includes hedge fund and private equity investment products. Mr. Warren’s investment expertise has been featured in The Wall Street Journal, The New York Times, USA Today, Financial Times, Barron's, Forbes and Fortune. He has appeared on CNBC's “Worldwide Exchange” and has provided insight to highly respected online providers of financial news, including Reuters, Bloomberg, The Street and MarketWatch. Mr. Warren joined the firm in 2000, after spending nine years as Chief Technology Officer at FNX Limited, where he was responsible for creating sophisticated trading and portfolio modeling tools. Clients included some of the world’s largest financial institutions including Bank of America, Citigroup, Barclays and Merrill Lynch. Among his civic duties, Mr. Warren volunteers with several organizations such as Peacemakers where he provides pro bono financial counseling to individuals and families in need. He has also authored the book Kingdom Builder in 2008, which guides readers in establishing a philanthropic approach to financial management. Mr. Warren holds an MBA in finance from West Chester University and earned his B.S. in computer science from University of Delaware. Profile
TWST: Give us a little bit of history on Warren Financial Service. When did it start, and what is its background?
Mr. Warren: The firm was started by my father back in the mid-1960s. It