Richard Tatlow
Regional Director, Manager and Vice President at Dimensional Fund Advisors
- Role
- Regional Director, Manager and Vice President, Core Insitutional, Global Client Group at Dimensional Fund Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Richard Tatlow
Senior level investment professional with diverse client relationship, business development and product management expertise in the investment management industry- Proven sales, relationship management and product development skills, which have yielded tangible results- Adept at explaining complex investment ideas in clear, concise manner including investment environment, market opportunities, risks and portfolio performance- Strong quantitative and analytical background for explaining portfolio results and a complex range of investment topics- Solid team leadership abilities in motivating subordinates and direct reports to perform cutting-edge research and analysis
Experience
Regional Director, Manager and Vice President, Core Insitutional, Global Client Group
Dec 2025 — Present
Education
CFA Institute
CFA
University of Colorado Boulder - Leeds School of Business
BS
Skills
- Cross-Functional Team Leadership
- Asset Allocation
- Mutual Funds
- Equities
- Investments
- Asset Managment
- Asset Management
- Investment Strategies
- Portfolio Management
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