Rick Talerico
Senior Fixed Income Analyst at Jag Capital Management, LLC
About
Rick Talerico is a Senior Fixed Income Analyst at JAG Capital Management, LLC, based in Chesterfield, Missouri. In this role, he is responsible for research, analysis, and portfolio construction for the firm’s corporate fixed income strategies, focusing on U.S. corporate bonds with laddered maturities and managing duration and credit risk. His expertise centers on building portfolios composed of 35–50 individual bonds, emphasizing investment grade credits with selective high-yield allocations and no exposure to derivatives or structured securities, serving institutional, intermediary, and individual clients.
Talerico has over 36 years of investment experience, including senior analyst positions at J.A. Glynn & Co., Scout Investments, Wachovia Trust, and A.G. Edwards & Sons, Inc. During his extensive career, he has developed deep expertise in credit research, fixed income portfolio management, and interest rate risk control, contributing meaningfully to JAG’s disciplined approach to corporate credit and fixed income investing.
Throughout his tenure at JAG and prior roles, Talerico has earned a reputation for navigating challenging market environments and delivering strong risk-adjusted results in taxable bond strategies. His career has been marked by a focus on high-quality credit analysis and the practical application of fixed income strategies designed to provide consistent income and manage volatility across multiple interest rate cycles.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Jag Capital Management | Senior Fixed Income Analyst | Feb 2012 to Present | — | 
| 40|86 Advisors | Vice President | Jan 2008 to Jan 2011 | — | 
| Wells Fargo | Associate Vice President and Portfolio Manager | Aug 2007 to Jul 2008 | — | 
| A.g. Edwards & Sons, Inc. | Associate Vice President | Jan 2007 to Jan 2007 | — | 
| 40|86 Advisors | Structured Securities | Jan 2006 to Jan 2007 | — | 
| Tattersall Advisory Group | Vice President | Jan 2004 to Jan 2006 | — | 
| Bank of America | Vice President | Jun 2000 to Dec 2003 | — | 
| Boatmen's Capital Management | Director of Strategy and Trading | Apr 1997 to Mar 2000 | — | 
| Boatmen's Trust Company | Vice President | Aug 1996 to Apr 1997 | — | 
| Fleet Investment Advisors | Senior Fixed Income Trader | Apr 1995 to Aug 1996 | — | 
| Fidelity Capital Markets | Manager | Dec 1991 to Jun 1994 | — | 
| Boston Institutional Services | Assistant Vice President | Jan 1987 to Jan 1991 | — | 
| Alpha Management | Trader | Jan 1984 to Jan 1987 | — | 
Education
University of Connecticut
Bachelor of Science
1977 — 1981
Cheshire High School
1973 — 1977
Others at Jag Capital Management, LLC (6)
| Name | Role | Location | 
|---|---|---|
| Financial Analyst | Chicago, IL , United States | |
| Equity Research Analyst | Chicago, IL , United States | |
| JJames Sindelar | Vice President, Director of Business Development and Client Service | St. Louis, MO , United States | 
| Equity Research Analyst | St. Louis, MO , United States | |
| JJo Seagren | Managing Director | Chicago, IL , United States | 
| SSandra Shotwell | Vice President and Director of Institutional Client Service | United States |