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Rick Talerico

Rick Talerico

Senior Fixed Income Analyst at Jag Capital Management, LLC

Chesterfield, MO , United States

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

OrganizationRoleDate RangeDetails
Jag Capital ManagementSenior Fixed Income AnalystFeb 2012 to Present
40|86 AdvisorsVice PresidentJan 2008 to Jan 2011
Wells FargoAssociate Vice President and Portfolio ManagerAug 2007 to Jul 2008
A.g. Edwards & Sons, Inc.Associate Vice PresidentJan 2007 to Jan 2007
40|86 AdvisorsStructured SecuritiesJan 2006 to Jan 2007
Tattersall Advisory GroupVice PresidentJan 2004 to Jan 2006
Bank of AmericaVice PresidentJun 2000 to Dec 2003
Boatmen's Capital ManagementDirector of Strategy and TradingApr 1997 to Mar 2000
Boatmen's Trust CompanyVice PresidentAug 1996 to Apr 1997
Fleet Investment AdvisorsSenior Fixed Income TraderApr 1995 to Aug 1996
Fidelity Capital MarketsManagerDec 1991 to Jun 1994
Boston Institutional ServicesAssistant Vice PresidentJan 1987 to Jan 1991
Alpha ManagementTraderJan 1984 to Jan 1987

Education

University of Connecticut

Bachelor of Science

1977 1981

Cheshire High School

1973 1977

Skills & Expertise

Cash Management
Moxy And Axys
Fixed Income
Itg Macgregor Mftp
Training and Development
Portfolio Management
Fixed Income Trading
Bloomberg
Relationship Management
Business Analysis
Tradeweb
Wealth Management
MBS
Risk Management
Customer Service
Corporates
Fixed Income Products
Yield Book
Portfolio Strategy
Corporate Bonds
Bondedge
Asset Allocation
Valuation
Alternative Investments
Electronic Trading
Investments
Financial Risk
Trading
Analysis
Employee Training
Equities
Bonds
Asset Management
Mutual Funds
Financial Services
ABS
Derivatives
Credit
Credit Analysis
Financial Advisory
Funding
Structured Products
Investment Management
Structured Finance
Money Market
Itg Macgregor

Others at Jag Capital Management, LLC (10)

NameRoleLocation
James Sindelar
James Sindelar
Vice President, Director of Business Development and Client ServiceSt. Louis, MO , United States
Michael Buck
Michael Buck
Financial AnalystChicago, IL , United States
Tucker O'Neil
Tucker O'Neil
Equity Research AnalystChicago, IL , United States
C
Charles O'Rourke
Fixed Income AnalystSt. Louis, MO , United States
George Margvelashvili
George Margvelashvili
Equity Research AnalystChicago, IL , United States
J
Jie Cheng
Summer AnalystSt. Louis, MO , United States
John Krueger
John Krueger
Equity Research AnalystSt. Louis, MO , United States
J
Jo Seagren
Managing DirectorChicago, IL , United States
N
Nicolas Falkinhoff
Associate Portfolio ManagerChicago, IL , United States
S
Sandra Shotwell
Vice President and Director of Institutional Client ServiceUnited States

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