Senior Investment Analyst · CFA, CFP®
Randy Schaible
Randy Schaible, CFA, CFP®, is a Senior Investment Analyst at Montis Financial and a key member of the firm’s investment team. He works closely with the Chief Investment Officer on portfolio construction, investment research, manager due diligence, and the implementation of the firm’s investment strategies. Randy also works with advisors and clients to develop customized portfolios designed around their long-term goals, risk tolerance, and broader financial plans.
Randy joined Montis Financial after graduating from Bentley University in 2015 with a degree in finance and has spent his entire professional career with the firm. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER™ professional and is a member of CFA Society Philadelphia.
Randy lives in the suburbs of Philadelphia with his wife, son, daughter, and two cats. Outside of work, he enjoys spending time with his family, bowling, and cheering on the Philadelphia Eagles.
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