David Telling

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.