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.