Grant joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2014.
Grant’s primary responsibilities include performing complex duties related to the analysis of risk, valuations, and performance attribution of select investment strategies managed by the Adviser. Responsibilities include preparing, managing, and maintaining the data integrity of the Frost strategies reported to third party consultant databases, ensuring investment reported data adheres to Adviser and regulatory requirements, as well as the management of RFPs.
Prior to joining the Adviser in 2016, he worked as an Associate Relationship Manager in the Commercial Lending Group for Frost Bank underwriting and structuring C&I loan requests across multiple industries. Prior to Frost, he completed an internship with the U.S. Securities and Exchange Commission, Division of Investment Management in New York City where he assisted with the compliance exams of investment advisors.
Grant earned a Bachelor of Arts degree in Psychology from the University of North Carolina at Chapel Hill (2011) and Master of Business Administration in Finance from Indiana University of Pennsylvania (2013). He is currently a candidate for Level III of the Chartered Financial Analyst (CFA) program.