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Tom Stringfellow
Tim Altree
Jeffery Elswick
Brad Thompson
Vance Arnold
Brian Hunt

TOM L. STRINGFELLOW, CFA®, CPA®, CFP®, CIC President, Managing Director, Chief Investment Officer and Fund Co-Manager

Oversees all mutual fund and institutional portfolio management activities, research and trading for the adviser.

Tom joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1980. He has been active in the local and national investment community. He speaks regularly at regional investment conferences and in the past has lectured at St. Mary's University and the University of Texas at San Antonio. The co-author of a nationally published article about asset allocation, Tom is also a regular contributor to Frost Investment Advisors' quarterly client newsletter.

His service to a number of professional organizations has included an assignment as chairman of the Investments Committee and an appointment to the National Council, both for the American Institute of Certified Public Accountants. Also, a volunteer for the CFA Institute, Tom has served on the organization's Financial Accounting Policies Committee and as President of its San Antonio affiliate CFA society. He is also a past President of the San Antonio Business and Economics Society, a local chapter of the National Association for Business Economics, a professional association for business economists and those who use economics in the workplace.

Tom earned a bachelor of arts degree in business administration from Texas State University (formerly Southwest Texas State University), a master of arts degree in economics from St. Mary's University and a master of business degree from Texas A&M University – Corpus Christi (formerly Texas A&I University). Augmenting his professional experience, Tom has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Public Accountant certification, the Chartered Investment Counselor designation. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 25+ years of investment experience
  • Certified Financial Planner, Certified Public Accountant, Chartered Investment Counselor, Chartered Financial Analyst
  • Frost since 1980
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

TIM ALTREEManaging Director and Director of Marketing

Markets and develops institutional investment management relationships for the adviser, develops client-focused service to the firm's diverse institutional investors throughout the country, and overseess the adviser's marketing department.

Tim joined Frost Investment Advisors, LLC, in November of 2008. Most recently Tim was Chief Compliance Officer for the adviser.

Prior to joining the adviser, he was the President and CCO of A&S Capital Management, LLC, an investment adviser registered with the state of California. Prior to his time with A&S, Tim spent 12 years working with Laffer Associates, serving as President and CCO of Laffer's wholly owned Broker/Dealer, Laffer Advisors, for eight years. He was also the CCO and Executive Vice President of Laffer Investments, registered investment advisors, for seven years.

Tim graduated in 1985 from the University of California at Berkeley, with a B.A. in political science.

  • 25+ years of investment experience
  • B.A. in Political Science, University of California at Berkeley
  • Frost Investment Advisors since 2008

JEFFERY A. ELSWICKManaging Director, Director of Fixed Income and Senior Fund Manager

Senior Fund Manager of the Frost Fixed Income Funds and other institutional separately managed accounts with primary responsibilities managing all trading and analysis for the fixed income efforts.

Jeffery joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2006 and has more than 15 years of investment experience. Prior to joining the adviser, Jeffery served as a fixed income portfolio manager, analyst and trader at Capital One Financial Corporation for six years.

Today, Jeffery draws on his experience to lead the fixed income investment strategy and oversees a team of traders and analysts in the research process. Jeffery provides thought leadership on the economy and investment climate to clients and the firm.

He received a master of science in finance degree from Texas A&M University and a bachelor of business administration in finance and accounting degree from Texas A&M University – Commerce.

  • 15+ years of investment experience
  • Trading and analysis for fixed income funds
  • Frost since 2006

BRAD THOMPSON, CFA®Managing Director, Director of Research and Senior Fund Manager

Senior Fund Manager of the Frost Strategic Balanced Fund. Fund Co-Manager of the Frost Dividend Value Equity Fund and the Frost Growth Equity Fund with primary research responsibilities and macroeconomic analysis.

Brad joined Frost Bank, the parent company of the adviser, in 2002, and has more than 20 years of investment-related experience, including working for Assante Asset Management in Winnipeg, Canada, and Los Angeles, and in finance academia and consulting in Australia and Canada.

Brad received the degrees of master of commerce with honours (specialization in finance) from the University of Melbourne, Australia and bachelor of commerce with honours (finance) and bachelor of commerce from the University of Tasmania at Hobart, Australia.

He served on the national committee on professional development, and is past President of the CFA Society of San Antonio. Brad is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 20+ years of investment experience
  • Chartered Financial Analyst
  • Frost since 2002
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.
Read media from Brad Thompson

VANCE ARNOLD, CFA®Managing Director and Director of Institutional Marketing

Markets and develops institutional investment management relationships for the adviser and develops client-focused service to the firm's diverse institutional investors throughout the country.

Vance joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1999. Prior to joining the adviser, he held professional and management positions with regional banks, a major regional brokerage firm and investment advisory firms. During a career of more than 40 years, Vance has gained a wide range of experience in the investment industry, including original analysis, financial marketing and portfolio management for high net worth individuals, pensions, profit-sharing plans, foundations and mutual funds.

Vance earned a bachelor of business administration degree in finance from the University of Texas at Austin and a master of business administration degree in business and economics from East Texas State University.

He is also a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of San Antonio.

  • 40+ years of investment experience
  • Chartered Financial Analyst
  • Frost since 1999
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

BRIAN HUNTManaging Director, Regional Portfolio Manager and Equity Trading Manager

Oversees the investment policies and procedures of the adviser relating to portfolio management and equity trading including monitoring mutual funds and separate accounts with the primary responsibilities of managing accounts for individuals, foundations and corporations.

Brian joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1993 and has more than 16 years of investment experience.

Brian holds a bachelor of business administration from Texas State University and a master of business administration from Texas A&M - Corpus Christi. He is a member of the CFA Institute and the CFA Society of San Antonio.

  • 16+ years of investment experience
  • Member of CFA Institute
  • Frost since 1993
Mace McCain
Brian Maguire
Robert McAshan
Joseph Zhu-Carnevale
Tim Tucker
Daniel Ortega

MACE McCAINManaging Director and Regional Portfolio Manager

Leads a team of professionals managing investment portfolios for high net worth individuals, corporations, pension funds and endowments.

Mace joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2008. Prior to joining the adviser, he managed portfolios at Rutland Dickson Asset Management (August 2007 to May 2008). Mace also managed financial services hedge funds for Bexar Capital and Chaparral Advisors. He served as a senior vice president at E.W. Blanch Holding where he held positions in both corporate finance and alternative distribution. Mace spent four years as a senior equities analyst at the Teachers Retirement System of Texas, including work for Nations Bank and the State Teachers Retirement System of Ohio.

Mace holds a bachelor of science in business administration and finance from the Ohio State University.

  • 30 years of investment experience
  • Oversees management of portfolios for high net worth individuals, corporations, pension funds and endowments
  • Frost since 2008

Brian Maguire, CFA®, CFP®Regional Portfolio Manager

Leads a team of professionals managing investment portfolios for high net worth individuals and corporations.

Brian joined Frost Bank, the parent company of the Frost Investment Advisors, LLC, in 2004 and has over 10 years of investment experience.

Brian received his bachelor of arts in economics from Rice University and his master of business administration with a concentration in finance from the University of Texas at Austin McCombs School of Business. Brian is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is also a CERTIFIED FINANCIAL PLANNER™. He is a member of the CFA Society of Austin.

Prior to joining Frost, Brian worked in consulting and various finance-related assignments with two Fortune 500 companies and a global accounting and business firm.

  • 10+ years of investment experience
  • Oversees management of portfolios for high net worth individuals and corporations
  • Frost since 2004
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

Robert B. "Rocky" McAshan, III, CFA®Regional Portfolio Manager

Leads a team of professionals managing investment portfolios for high net worth individuals and corporations.

Rocky joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1981 and has worked in the investment management area during his entire tenure. He is past president of the Houston Society of Financial Analysts and the Houston Chapter of the National Association for Business Economics. He also graded CFA exams for six years. Rocky taught the student managed portfolio class at Rice University Jones Graduate School of Management for five years. Rocky is a holder of the right to use the Chartered Financial Analyst (CFA®) designation.

Rocky received his bachelor of arts in economics and accounting from Rice University in Houston and his master of business administration from the University of Texas at Austin.

  • 33+ years of investment experience
  • Oversees management of portfolios for high net worth individuals and corporations
  • Frost since 1981
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

JOSEPH ZHU-CARNEVALE, CFA®Senior Credit Analyst

Joseph Zhu-Carnevale joined Frost Investment Advisors, LLC in January 2008 with over 12 years of investment related experience. His specialization includes experience in credit analysis covering the corporate and municipal bonds, and securitized sector such as mortgage-backed and asset backed securities. Most recently, he has been responsible for analyzing collateral performance, conducting scenario analysis and pricing CMOs, CMO derivatives, and ARMs.

Joseph received a bachelor of science degree in physics from Fudan University, Shanghai, P.R. China and a master of business administration in finance and accounting, with honors, from The Wharton School, University of Pennsylvania.

Joseph is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 12+ years of investment experience
  • Chartered Financial Analyst
  • Frost Investment Advisors since 2008
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

TIM TUCKERSenior Credit Analyst

Tim Tucker joined Frost Investment Advisors, LLC in February 2011 and has more than 16 years of investment experience. Prior to joining the adviser, he was a Director at THL Credit (an affiliate of Thomas H. Lee) and a Vice President of the Leveraged Capital Group at AIG.

Tim’s specialization includes credit analysis covering high grade and high yield corporate bonds as well as leveraged loans. Currently, he is responsible for analyzing corporate bonds and structured products.

Tim graduated cum laude with a B.B.A. in finance and a minor in statistics from Southern Methodist University.

  • 16+ years of investment experience
  • Frost Investment Advisors since 2011

DANIEL ORTEGAFixed Income Research Analyst

Daniel Ortega joined Frost Investment Advisors, LLC as an intern in 2012 and became an analyst in 2013. He performs credit analysis of Municipal Securities and Corporates, as well as monitoring on ABS and CLOs.

Daniel received a bachelor of science of business administration in finance from Trinity University in December 2012 with minors in mathematics and economics.

  • Frost Investment Advisors since 2013
Alexander Stewart
Craig Leighton
Michael Brell
Thomas Bergeron
John Lutz
Ted Harper

ALEXANDER STEWARTFixed Income Research Analyst

Lex Stewart joined Frost Investment Advisors, LLC in 2013 as a fixed income analyst. He performs daily portfolio management analytics for our fixed income strategies and has previous experience working as a credit analyst in commercial lending practices for IBC.

Lex received a bachelor of business administration in finance from the University of Notre Dame in May 2013 and is currently a candidate for Level I of the Chartered Financial Analyst (CFA) program.

  • Frost Investment Advisors since 2013

CRAIG LEIGHTON, CFA®Senior Fund Manager and Senior Research Analyst

Lead portfolio manager of the Frost Value Equity Fund and the Frost Small Cap Equity Fund. Craig is responsible for conducting the due diligence and analysis concerning the selection of companies for inclusion within the Funds.

Craig joined Frost Investment Advisors, LLC in 2012 and has over 17 years of investment experience. Prior to joining the adviser, he was with JP Morgan Chase and Lord, Abbett & Co. As the lead manager of the Frost Value Equity and Frost Small Cap Equity teams, he is directly responsible for stock selection and sector allocation.

Craig earned a B.S. in aeronautical engineering from Polytechnic Institute and an M.S. in aeronautical engineering from Princeton University. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 17+ years of investment experience
  • Chartered Financial Analyst
  • Frost Investment Advisors since 2012
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

MICHAEL BRELL, CFA®Senior Research Analyst and Fund Co-Manager

Fund Co-Manager conducting the due diligence and analysis selection of companies for the Frost Dividend Value Equity Fund with primary research responsibilities for the financials, telecom, consumer and industrial sectors.

Mike joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2002 and has more than 18 years of investment experience. Prior to joining the adviser, he was with USAA as an equity research analyst and international research analyst for several major funds. He has held a position in academia as an adjunct professor of economics and is currently a board member for financial and investment committees.

He received a bachelor of arts with honors in international relations and a master's degree in business administration with a major in finance from St. Mary's University. In addition, Mike has completed additional graduate hours toward a master of arts in economics. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 18+ years of investment experience
  • Chartered Financial Analyst
  • Frost since 2002
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

THOMAS BERGERON, CFA®Senior Research Analyst and Fund Co-Manager

Primary responsibilities are conducting the due diligence and analysis selection of companies for the Frost Small Cap Equity Fund.

Tom joined Frost Investment Advisors, LLC in 2014 and has over 16 years of investment experience. Prior to joining the adviser, he was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management. As a Senior Analyst and Co-Fund Manager of the Frost Small Cap Equity team, he has responsibility for stock selection and sector allocation.

Tom earned his B.S. in business administration from the University of Vermont and an M.B.A. from Babson College. He is a holder of the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

  • 16+ years of investment experience
  • Chartered Financial Analyst
  • Frost Investment Advisors since 2014
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

JOHN LUTZ, CFA®Senior Fund Manager and Senior Research Analyst

Senior Fund Manager of the Frost Growth Equity Fund with primary research responsibilities for basic materials, with an emphasis on energy and technology sectors. Fund Co-Manager conducting the due diligence and analysis of companies for the Frost Natural Resources Fund.

John joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1995 as a research analyst and has more than 13 years of investment experience. As the lead manager of the Frost Growth Equity team, he is directly responsible for stock selection and sector allocation.

He received a bachelor of business administration from Texas A&M University and master of business administration from Our Lady of the Lake University. John is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 13+ years of investment experience
  • Chartered Financial Analyst
  • Frost since 1995
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

TED HARPERSenior Fund Manager and Senior Research Analyst

Senior Fund Manager of the Frost Natural Resources Fund. Fund Co-Manager conducting the due diligence and analysis selection of companies for the Frost Dividend Value Equity Fund with primary research responsibilities for the energy, materials and utilities sectors. In addition, manages client portfolios of approximately $260 million.

Ted joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2000. He has more than 17 years of investment-related experience. Prior to joining Frost and the adviser in 2008, he worked as an equity analyst at Lighthouse Capital Management in Houston. Ted worked for three years as a generalist analyst covering and recommending companies across a wide spectrum of industries in conjunction with the firm's small-cap value investment orientation. Prior to Lighthouse, he served as the Director of Equity Research with Fiserv Investor Services where he was responsible for the development and marketing of internal and external equity research and associated support services to a national network of in-house and correspondent brokers. Prior to joining Fiserv, Ted was employed at the Investment Banking firm Stephens, Inc., in its Research Department.

Ted earned a bachelor's degree in political science and economics from the University of Arizona.

  • 17+ years of investment experience
  • Researches energy, materials and utilities sectors
  • Frost since 2000
Alan Tarver
R. David Telling Jr.
Justin Hopkins
Margaret Velasquez
Bob Pfeifer
Florence Vargas

ALAN TARVER, CFA®Regional Portfolio Manager

Oversees the investment policies and procedures of the adviser relating to portfolio management including joint managing efforts of the asset allocation for the Optimum portfolio strategies. Additional responsibilities are managing client portfolios.

Alan joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2002 and has more than 16 years of investment experience including working as a leadership associate, then associate director for DaimlerChrysler Capital Services in Connecticut.

Alan received a bachelor of arts degree in economics from the University of Texas at Austin, a master's of international management from Thunderbird and a master's of business administration in finance from Arizona State University. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

  • 16+ years of investment experience
  • Chartered Financial Analyst
  • Frost since 2002
CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.

R. DAVID TELLING JR.Senior Fund Manager

Senior Fund Manager of the Frost Diversified Strategies Fund, with primary research responsibilities for stock selection of traditional and alternative asset strategies.

David joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2009 and has more than 25 years of investment-related experience. Prior to joining the adviser, he was a managing director and portfolio manager of Telling and Company, LLC, a small private registered investment advisor. David held a 20-year long-term career position with Merrill Lynch Pierce Fenner and Smith serving in various capacities including branch management and in the early 2000s developed, implemented and managed the two first ETF-based PIA Program portfolios. As a first vice president, David retired from Merrill Lynch in 2007.

David is a regular member of the CFA Institute and CFA Society of Houston, the Texas Hedge Fund Association, and an associate member of the Market Technicians Association in which he is a candidate of the Chartered Market Technician program.

He received a B.A. with an emphasis in economics from the University of South Florida.

  • 25+ years of investment experience
  • CFA Institute member
  • Frost Investment Advisors since 2009

JUSTIN HOPKINSResearch Analyst and Fund Co-Manager

Justin Hopkins joined Frost Bank, the parent company of Frost Investment Advisors, LLC in 2007 and has over 8 years of investment experience. Justin is jointly and primarily responsible for the day-to-day management of the Frost Asset Allocation Funds. Justin also leads our 3rd party manager selection and due diligence process, working closely with the adviser’s Investment Committee.

Justin received a master’s degree in business administration from Texas State University in 2006 and is a candidate for the CIMA designation.

  • 8+ years of investment experience
  • Frost Investment Advisors since 2008

MARGARET VELASQUEZ, AFIM™Mutual Fund Marketing and Liaison Officer

Primary responsibilities include marketing the adviser's services within three separate divisions: Broker Dealers, Retirement/401K Platforms, and Financial Advisors. Assists in developing market structures for fund distribution and other direct channels including exhibiting at investment conferences for potential outlets. Organizes venues and hosts marketing events to promote brand and product awareness.

Margaret joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1987 and has over 20 years of investment experience. Her background includes mutual fund analyst for the Trust Investment department, Financial Management Services department supervisor and Core Portfolio Manager/Trader.

Margaret holds a bachelor's degree in business administration with a concentration in banking and finance from the University of the Incarnate Word. She is a holder of the right to use the Accredited Fiduciary Investment Manager (AFIM™) designation and a member of the Association of Accredited Fiduciary Investment Managers offered by Cannon Financial Institute and the Center for Fiduciary Studies. Margaret is also a member of the FPA of San Antonio & South Texas.

  • 20+ years of investment experience
  • Accredited Fiduciary Investment Manager
  • Frost since 1987

BOB PFEIFERChief Compliance Officer

Primary responsibility is to verify the adviser's compliance with internal policies and procedures, specifically the Investment Advisers Act of 1940 and the compliance of Frost Sub-advisor's with '40 Act requirements as they apply to registered funds.

Bob joined Frost Investment Advisors, LLC, in 2010 as a compliance officer. Preceding his employment with the adviser, Bob gained more than 12 years of experience in compliance roles in the financial services sector. His experience includes developing policies, procedures and practices reasonably designed to comply with federal, state and self-regulatory organizations. Bob is directly responsible for the oversight and management of a compliance team in their efforts to conduct the due diligence and analysis of all marketing collateral produced by the adviser.

Bob earned a bachelor of business administration in marketing from the University of North Texas.

  • 15+ years of investment experience
  • Frost Investment Advisors since 2010

FLORENCE VARGASCompliance Officer

Florence joined Frost Investment Advisors, LLC in 2011. Prior to her role as a Compliance Officer with the adviser, Florence served as an Internal Auditor for Frost Bank.

Florence has over 15 years of experience in the investment industy which includes mutual fund sales, retail brokerage, and compliance, in both the public and private sector.

She received a B.B.A. in finance from the University of Texas at San Antonio, and her master’s degree in finance/accounting from Our Lady of the Lake University.

  • 15+ years of investment experience
  • Frost since 2010
Seth Carter
Matt Thompson
Dorothy Wood
Deanne Busick

SETH CARTERCompliance Analyst

Seth joined Frost Investment Advisors, LLC in 2013 and has over 2 years of experience in the financial services sector. As a Compliance Analyst with Frost Investment Advisors, LLC, Seth works in tandem with other compliance personnel to verify the adviser’s compliance with internal policies and procedures, specifically the Investment Advisers Act of 1940 and the compliance of Frost Sub-advisor’s with ’40 Act requirements as they apply to registered funds. In addition, he also assists with the effort to conduct the due diligence and analysis of all marketing collateral produced by the adviser. Prior to joining the adviser, he worked as a Financial Advisor with Edward Jones.

Seth earned a bachelor of business administration in finance from the University of Texas at San Antonio.

  • Frost Investment Advisors since 2013

MATT THOMPSONSenior Portfolio Manager and Operations Director

Primary responsibilities are managing accounts for high net worth individuals and trust accounts, as well as overseeing the adviser's operations department.

Matt joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2011 and has more than 19 years of investment experience.

Matt holds a bachelor of business administration from Texas Tech University and graduated from the Certificate Program of Financial Planning at Southern Methodist University.

  • 15+ years of investment experience
  • Frost since 2011

DOROTHY WOOD, CFP®,CTFAPortfolio Manager

Dorothy joined Frost Bank, the parent company of Frost Investment Advisors, LLC in January 1996 and has over 25 years of investment experience. She manages portfolios for high net worth individuals, pensions, trusts and non-profit organizations in the San Antonio and Corpus Christi markets. Prior to joining the adviser, she was an Investment Officer at Broadway Bank.

Dorothy holds a bachelor’s degree from Texas State University. She is a CERTIFIED FINANCIAL PLANNER practitioner. She is also a graduate of the ABA National Trust Graduate School at Northwestern University in Evanston, Illinois and a Certified Trust and Financial Adviser.

Her professional affiliations include the Financial Planning Association of San Antonio and South Texas, the San Antonio Business and Economics Society, the San Antonio Estate Planners Association and the Institute of Certified Bankers.

  • 25+ years of investment experience
  • Certified Financial Planner, Certified Trust and Financial Adviser
  • Frost since 1996

DEANNE BUSICKPortfolio Manager

Deanne joined Frost Bank, the parent company of Frost Investment Advisors, LLC in 2001 and has over 25 years of investment experience. She manages portfolios for high net worth individuals, non-profit organizations and corporate retirement plans in the San Antonio and Corpus Christi markets. Prior to joining the adviser, she was a trust portfolio manager at Bank of America and its predecessors.

She received a bachelor of science degree and master of business administration degree from Baylor University. She is a member of the CFA Institute and the CFA Society of San Antonio.

  • 25+ years of investment experience
  • Member of CFA Institute
  • Frost since 2001