Profil
Mr. Richard D.
Telling, Jr., is a Senior Research Analyst at Frost Investment Advisors LLC.
He joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2009.
He has over 25 years of investment-related experience.
His specialization includes primary research responsibilities for risk factor analysis, factor optimization, and allocation recommendations for traditional and alternative investment strategies.
Prior to joining the Adviser, Mr. Telling was a Managing Director and Portfolio Manager of Telling and Company, LLC, a small private registered investment advisor.
He held a 20 year long term career position with Merrill Lynch Pierce Fenner and Smith serving in various capacities including branch management and in the early 2000’s developed, implemented and managed the two first ETF based PIA Program portfolios.
As a First Vice President, he retired from Merrill Lynch in 2007.
He earned a Bachelor of Arts degree in Economics from the University of South Florida.
Ehemalige bekannte Positionen von David Telling
Unternehmen | Position | Ende |
---|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Analyst-Equity | - |
Ausbildung von David Telling
University of South Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |