Randy J. Farina

CFA®, MS

Senior Portfolio Manager

13801 Reese Boulevard West, Suite 155 Huntersville , NC 28078
704.659.7810

Randy Farina serves as a senior portfolio manager focused on equity investments out of the Huntersville, North Carolina, office. A Chartered Financial Advisor® (CFA®), he partners with advisors to help clients pursue long-term financial goals through separately managed accounts, while also guiding conversations on global market conditions and investment strategy.

Randy has more than 30 years of experience in investment management, with a career rooted in global equities. He began his industry career in 1995 and spent nearly two decades at Putnam Investments in Boston as an analyst and portfolio manager on the global small-cap team. During that time, Randy played a key role in implementing a structured investment process centered on intrinsic value and launched an apprentice program to mentor and develop emerging analysts.

After his tenure at Putnam, Randy advanced his research capabilities at Westwood Global Investments, where he worked as a senior research analyst covering international large-cap strategies. He joined Exencial Wealth Advisors in 2020 as a senior portfolio manager, continuing to support advisors and clients with insights on navigating complex market environments across global equities. He began working at Savant in 2026 when Exencial joined the firm.

Randy earned a bachelor’s degree in finance and economics from the University of Massachusetts Lowell and a Master of Science (MS) in finance from Boston College.

A dedicated mentor, Randy takes pride in training the next generation of analysts and helping them apply investment principles in real-world scenarios. He also stays active in his community by volunteering with Place at the Table, where he helps prepare monthly meals for more than 50 individuals. Randy also enjoys traveling with his family and staying active through basketball and biking.


Education &
Designations

  • University of Massachusetts Lowell
    Bachelor of Science in Finance and Economics
  • Boston College
    Master of Science (MS) in Finance
  • Chartered Financial Advisor® (CFA®)

Affiliations &
Community Service

  • Place at the Table – volunteer

Contact Randy

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