David Walrod

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Profile

David Walrod worked as a Senior Analyst at KeyBanc Capital Markets, Inc. from 1996 to 2000.
He then worked as a Senior Equity Analyst at Trusco Capital Management, Inc. from 2002 to 2007, and as a Sector Specialist at J.P.
Morgan & Co., Inc. (Old) in 2008.
From 2010 to 2016, he worked as an Equity Research Analyst at Ladenburg Thalmann & Co., Inc. (Broker), and from 2016 to 2019, he worked as a Senior Equity Research Analyst at JonesTrading Institutional Services LLC.
Mr. Walrod received his undergraduate degree from Miami University in 1992 and his MBA from the University of Toledo (Ohio) in 1996.

Former positions of David Walrod

Companies	Position	End
JonesTrading Institutional Services LLC JonesTrading Institutional Services LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2019-03-31
Ladenburg Thalmann & Co., Inc. (Broker) Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2016-09-30
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	2008-07-30
Trusco Capital Management, Inc. Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.	Analyst-Equity	2007-04-29
KeyBanc Capital Markets, Inc. KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2000-12-30

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Linked companies

Private companies	7
KeyBanc Capital Markets, Inc. KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
JonesTrading Institutional Services LLC JonesTrading Institutional Services LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Ladenburg Thalmann & Co., Inc. (Broker) Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Trusco Capital Management, Inc. Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing.	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Toledo (Ohio) University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services