Todd Richey

Todd Richey is a Continuing Lecturer at The Paul Merage School of Business, University of California, Irvine (UCI), where he teaches in the areas of corporate finance, investment, and wealth management. He holds an MBA from UCI and a BS in Business Administration from the University of Southern California.

His research and professional interests include:

• Corporate Finance
• Corporate Strategy
• Mergers and Acquisitions (M&A)
• Leveraged Buyouts
• Private Equity
• Corporate Restructurings
• Debt and Equity Securities
• Wealth Management and Portfolio Strategies

Richey has extensive industry experience as a financier and adviser to middle-market companies, having worked with major global financial institutions and served as a portfolio manager for leading U.S. brokerage firms. He completed investment banking training in Paris and has conducted business across Southeast Asia, South America, and Western Europe. He is a Chartered Financial Analyst (CFA®), reflecting expertise in economics, quantitative analysis, asset valuation, and ethical standards in finance.

He is affiliated with the Todd and Lisa Halbrook Center for Investment and Wealth Management at UCI, which promotes financial literacy and prepares future leaders in finance. The center supports programs such as Personal FinANTs and Bloomberg Terminal Training, serving over 50,000 individuals in the past decade.

Professional Recognition:

• Chartered Financial Analyst (CFA®)

Richey contributes to academic and community initiatives in financial education, mentoring students and promoting financial wellness through workshops and programs. While no formal advisees or research publications are listed, his practical expertise significantly enhances the applied learning environment at Merage School.