Profil
Mr. Royce W.
Medlin, CFA MBA, is a Chief Investment Officer at Clear Rock Advisors LLC.
He provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction.
Prior to founding Clear Rock Advisors, Mr. Medlin served as Director of Capital Advisory Group at Lazard Asset Management.
He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.
He received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.
Postes actifs de Royce Medlin
| Sociétés | Poste | Début |
|---|---|---|
Clear Rock Advisors LLC
 Clear Rock Advisors LLC Investment ManagersFinance Clear Rock Advisors LLC is an American private company located in Kerrville, TX. The firm provides investment advice. It was founded in 2015 by Ty Sanders and Royce Wesley Medlin. Ty Sanders has been the CEO since the inception date. | Fondateur | 01/12/2015 |
Anciens postes connus de Royce Medlin
| Sociétés | Poste | Fin |
|---|---|---|
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Corporate Officer/Principal | 01/01/2016 |
Belmont Asset Management, Inc.
 Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Gestionnaire de Portefeuille-Actions | - |
Formation de Royce Medlin
| Texas Christian University | Masters Business Admin |
| Texas Tech University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
Belmont Asset Management, Inc.
Belmont Asset Management, Inc. Investment ManagersFinance Founded in 1986, Belmont Asset Management, Inc. is a hedge fund manager located in Dallas, Texas. Their clients include corporations, foundations, charitable trusts and individuals. | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Finance |
Clear Rock Advisors LLC
Clear Rock Advisors LLC Investment ManagersFinance Clear Rock Advisors LLC is an American private company located in Kerrville, TX. The firm provides investment advice. It was founded in 2015 by Ty Sanders and Royce Wesley Medlin. Ty Sanders has been the CEO since the inception date. | Finance |
