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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.

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

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Investment Management

Investment Management

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The Morning View: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

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