Richea Powell, Haven Wealth Group President & CEO
Richea has 30 years of in-depth experience analyzing and managing investments in both equity and fixed-income disciplines. Richea’s unique background and perspective has enabled her to develop proprietary equity models to assess risk and return characteristics of various stocks to determine the optimal portfolio construction for client portfolios.
While serving as Senior Vice President at JP Morgan Chase for over 15 years, Richea managed over $11 billion in fixed-income portfolios, and assisted in managing approximately $1.6 billion in small cap styles for corporations, endowments, pensions, common trust funds and mutual funds.
After leaving JP Morgan Chase, Richea became the Chief Investment Strategist at Compass Bank, where she was responsible for overseeing all equity and fixed-income trading, research and asset allocation strategies.
Before founding Haven Wealth Group, Richea served as Regional Investment Manager for Wells Fargo’s Houston office. During this time, Richea was responsible for more than doubling her team’s assets under management from $250 million to over $700 million in a three year period. She also served as a Senior Manager of Wells Fargo’s National Equity Buy List Team and managed a team of equity analysts across the country.
Richea earned her CFA designation in 1997 and holds a Bachelor’s of Arts degree with majors in Mathematics and Finance from Houston Baptist University. She earned her Master’s of Business Administration from the University of Houston with emphasis on Finance. She developed Proprietary Equity Valuation Models to assess Risk and Return characteristics of various stocks