Bob is a Senior Portfolio Manager primarily responsible for the investment management of portfolios in the San Antonio area, and serves as Senior Fund Manager for the Frost Midcap Equity Fund.
Bob joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2011 and has over 26 years of investment experience. Prior to joining the Adviser, he worked for Citigroup Capital Markets where he served as a Portfolio Manager, as well as Waddell & Reed.
He earned a Bachelor of Business Administration Degree in Finance from Texas Tech University and a Master of Business Administration Degree in Accounting from St. Mary's University in San Antonio, Texas.
Bob is a member of the CFA Institute, the San Antonio Society of Financial Analyst and the Market Technicians Association. He is a holder of the right to use the Charted Financial Analyst (CFA ®) designation and is also a Certified Public Accountant (CPA) and currently is an Adjunct Professor of Accounting at the University of The Incarnate Word. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.