
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Tom Bergeron | Senior Research Analyst | 2014 | bây giờ |
Tiểu sử | Tom joined Frost Investment Advisors, LLC in 2014 and has over 19 years of investment experience. As the lead manager of the Frost Value Equity team, he is directly responsible for stock selection and sector allocation. He is also responsible for conducting the due diligence and analysis selection of companies for the Frost Equity Funds. Prior to joining the Adviser, he was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management. Tom earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master’s of Business Administration in Finance 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. CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute. | ||
Craig Leighton | senior fund manager | 2012 | 2017 |
Tiểu sử | Craig Leighton, CFA® Senior Fund Manager and Senior Research Analyst Serves as lead portfolio manager of the Frost Value Equity Fund. Craig is responsible for conducting the due diligence and analysis concerning the selection of companies for inclusion within the Fund. Craig joined Frost Investment Advisors 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 team, he is directly responsible for stock selection and sector allocation. | ||
Tom L. Stringfellow | CIO | 2008 | 2017 |
Tiểu sử | Tom L. Stringfellow, CFA, CFP, CPA, CIC, President and CIO at Frost, serves as Fund CoManager of the Frost Mid Cap Equity Fund. Mr. Stringfellow is jointly and primarily responsible for the day-to-day management of the Frost Mid Cap Equity Fund. Mr. Stringfellow joined Frost Bank, the parent company of The Adviser, in 1980. He received a Bachelor of Arts degree in business administration from Southwest Texas State University, a Master of Arts degree in economics from St. Mary’s University and a Master of Business Administration degree from Texas A&M University - Corpus Christi. Mr. Stringfellow is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. | ||
Michael R. Brell | Research Analyst | 2008 | 2016 |
Tiểu sử | 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 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 over 19 years of investment experience. Prior to joining the Adviser, he was with USAA as an equity research analyst and international research analyst for several funds. | ||
Brad Thompson | - | 2008 | 2015 |
Tiểu sử | Brad Thompson is a senior fund manager, managing director and the director of research for Frost Investment Advisors, LLC. He leads the research process and is a co-manager of the Frost Value Equity Fund. Brad joined Frost Bank, the parent company of the advisor in 2002, and has more than 18 years of investment-related experience, including working for Assante Asset Management in Winnipeg, Canada and Los Angeles, CA; 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, Bachelor of Commerce with honours (Finance) and Bachelor of Commerce from the University of Tasmania at Hobart, Australia. He holds the Chartered Financial Analyst® designation, is a member of the CFA Institute, has served on the national committee on professional development, and is Past-President of the CFA Society of San Antonio. | ||
Theodore H. Harper | Senior Fund Manager / Senior Research Analyst | 2008 | 2014 |
Tiểu sử | Ted Harper Senior 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 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 over 17 years of investment-related experience. | ||
C. Murray Fichtner | - | 2008 | 2012 |
Tiểu sử | Fichtner joined The Frost National Bank, the parent company of the Adviser, in 1967 and has over 22 years of investment experience. |
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