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Alan Tarver, CFA®

Senior Vice President, Senior Portfolio Manager

Master of International Management, Thunderbird
MBA, Arizona State University
B.A. (Economics & Government), The University of Texas

Alan is responsible for managing personal and institutional relationships. A CFA® charterholder, Alan has more than 20 years of investment management experience, most recently with Frost Bank in Austin and San Antonio. He spent his career progressing through equity analysis, co-managing the large cap growth equity fund, leading asset allocation initiatives, and as regional portfolio manager for the Austin area while at Frost.

Alan received a master’s degree in international management from Thunderbird School of Global Management, an MBA from Arizona State University and a bachelor’s degree in economics and government from the University of Texas at Austin. In addition, he is past president of the CFA Society of San Antonio, a member of the advisory council of the University of Texas MBA Investment Fund and a member of the investment advisory committee for the Sisters of Charity of the Incarnate Word.

Austin

3508 Far West Blvd. Ste 375, Austin, TX 78731

(512) 524-2300

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

(469) 708-3110

Fort Worth

4200 S. Hulen Street Suite 217, Fort Worth, TX 76109

(817) 502-2931

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

3508 Far West Blvd. Ste 375, Austin, TX 78731

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Investment Management

Investment Management

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The Morning View: January 21, 2020

The Morning View: January 21, 2020

Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th.  Both were decreases from the previous week, but levels remain elevated.  Meanwhile, the European...

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

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