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Richard C
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
Richard Coryell Jr. is the principal of Coryell Capital Management and holds the CFA® designation along with Series 63 and 65 licenses. He has seven years of industry experience, including prior work at Xebec Investment Advisors. In addition to his advisory role, Mr. Coryell is an adjunct professor at California State University, Long Beach, where he teaches finance courses and provides training on investment software. Coryell Capital Management is an independent, single-advisor firm that offers discretionary portfolio management to individuals, trusts, IRAs, small businesses, institutional clients, and other registered investment advisors. The firm focuses on U.S. large-cap equity strategies combined with quantitative research, using futures and options overlays to manage risk and seek enhanced returns while maintaining cost efficiency.
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