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Richard C

CFA®

New Caney, TX

Old Beach Investment Advisors, LLC

Richard Cull is a CFA® charterholder with 19 years of industry experience. He currently serves as Portfolio Manager at Old Beach Investment Advisors, LLC and Chief Investment Officer at Centric Advisors, LLC, where he conducts individual stock research and makes investment recommendations. His prior roles include work at Pagosa Management LLC and Breen Investors LP. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm focuses on long-term equity strategies, using fundamental analysis to select publicly traded common stocks and equity-related securities for concentrated, diversified portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management
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