Randy Hardy

PRESIDENT, CFA, CFP®

Randy Hardy serves as the President and CEO of Factor Wealth, a premier wealth management firm headquartered in Chicago, Illinois. With over two decades of experience in investment management and financial planning, he leads the firm with a commitment to delivering personalized, fiduciary-level service to high-net-worth individuals, families, and small institutions across the United States and Canada.

Holding both the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Randy is a licensed Investment Adviser Representative and an active member of the CFA Institute. He earned his Bachelor of Science in Honors from Queen’s University in Kingston, Ontario, Canada.

Before joining Factor Wealth in 2009, Randy spent 10 years at Loring Ward (now Focus Financial Partners), a North American portfolio and wealth management firm. During his tenure, he held the position of Executive Vice President, responsible for business development, and was a member of the Investment Committee and Executive Management Group. His career with Loring Ward took him to various cities, including Toronto, Vancouver, Los Angeles, San Jose, and New York City.

Randy has been a featured speaker at numerous investment management conferences and events, sharing his expertise on topics such as investment management, portfolio strategy, and financial planning. His leadership at Factor Wealth continues to reflect his dedication to providing strategic financial guidance and fostering long-term client relationships.