Frost Investment Advisors
Industry: Company
DescriptionHeadquarters: San Antonio, TX Founded: 2007 Parent organizations: Frost Bank, Frost Bank, Inc.
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Frost Investment Advisors Employees
Employee
Years
Job
Industry
Alan Tarver Alan Tarver's Frost Investment Advisors Experience April 2013 - March 2014
Job Senior Fund Manager & Regional Portfolio Manager at Frost Investment Advisors, LLC
Industry Investment Management
Experience
Frost Investment Advisors, LLC March 2014 - Present
Frost Investment Advisors April 2013 - March 2014
Frost Investment Advisors July 2011 - March 2013
Frost Investment Advisors January 2008 - June 2011
Frost Bank November 2005 - December 2007
Frost Bank October 2002 - October 2005
DaimlerChrysler Capital Services January 2001 - October 2002
DaimlerChrysler Capital Services January 1999 - December 2000
Pinnacle West Capital Corporation / Arizona Public Service January 1998 - May 1998
Masters Consulting Group June 1997 - August 1997
Skills
Equity Research, Investment Management, Equities, Asset Managment, Asset Allocation, Portfolio Management, Financial Modeling, Investments, Due Diligence, Value Investing, Strategic Financial..., Risk Management, Financial Services, Valuation, Asset Management, Alternative Investments
Education
Thunderbird School of Global Management 1997 — 1998
MIM
Arizona State University 1996 — 1998
MBA
The University of Texas at Austin 1987 — 1992
B.A.
Frost Investment Advisors, LLC March 2014 - Present
Frost Investment Advisors April 2013 - March 2014
Frost Investment Advisors July 2011 - March 2013
Frost Investment Advisors January 2008 - June 2011
Frost Bank November 2005 - December 2007
Frost Bank October 2002 - October 2005
DaimlerChrysler Capital Services January 2001 - October 2002
DaimlerChrysler Capital Services January 1999 - December 2000
Pinnacle West Capital Corporation / Arizona Public Service January 1998 - May 1998
Masters Consulting Group June 1997 - August 1997
Skills
Equity Research, Investment Management, Equities, Asset Managment, Asset Allocation, Portfolio Management, Financial Modeling, Investments, Due Diligence, Value Investing, Strategic Financial..., Risk Management, Financial Services, Valuation, Asset Management, Alternative Investments
Education
Thunderbird School of Global Management 1997 — 1998
MIM
Arizona State University 1996 — 1998
MBA
The University of Texas at Austin 1987 — 1992
B.A.
Tom Stringfellow Tom Stringfellow's Frost Investment Advisors Experience December 2007 - Present
Job President & Chief Investment Officer at Frost Investment Advisors
Industry Investment Management
Experience
Frost Investment Advisors December 2007 - Present
Frost Bank January 2001 - November 2007
Frost Bank June 1980 - January 2001
Skills
Investments, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Investment Advisory, Mutual Funds, Hedge Funds, Equities, Retirement Planning, Financial Modeling
Education
St. Mary's University 1986 — 1989
Master of Arts (MA), Economics
Univesity of Houston 1979 — 1980
Accounting and Finance
Texas A&M University-Corpus Christi 1975 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
Texas State University-San Marcos 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Frost Investment Advisors December 2007 - Present
Frost Bank January 2001 - November 2007
Frost Bank June 1980 - January 2001
Skills
Investments, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Investment Advisory, Mutual Funds, Hedge Funds, Equities, Retirement Planning, Financial Modeling
Education
St. Mary's University 1986 — 1989
Master of Arts (MA), Economics
Univesity of Houston 1979 — 1980
Accounting and Finance
Texas A&M University-Corpus Christi 1975 — 1976
Master of Business Administration (MBA), Marketing/Marketing Management, General
Texas State University-San Marcos 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Nikhill Patel Nikhill Patel's Frost Investment Advisors Experience March 2011 - March 2014
Job Credit Analyst at William Blair
Industry Investment Management
Experience
William Blair & Company March 2014 - Present
Frost Investment Advisors March 2011 - March 2014
Bank of America Merrill Lynch March 2007 - March 2011
Northern Trust May 2005 - March 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Asset Management, Investment Management, Mutual Funds, Bonds, Strategy, Analysis, Forecasting, Structured Finance, Economics, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio..., Fixed Income Strategies, Cash Flow Forecasting, Credit Analysis, High Yield Bonds, Hedge Funds
Education
University of Illinois at Chicago 2000 — 2004
BS, Finance and Management Information Systems
William Blair & Company March 2014 - Present
Frost Investment Advisors March 2011 - March 2014
Bank of America Merrill Lynch March 2007 - March 2011
Northern Trust May 2005 - March 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Asset Management, Investment Management, Mutual Funds, Bonds, Strategy, Analysis, Forecasting, Structured Finance, Economics, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio..., Fixed Income Strategies, Cash Flow Forecasting, Credit Analysis, High Yield Bonds, Hedge Funds
Education
University of Illinois at Chicago 2000 — 2004
BS, Finance and Management Information Systems
Dorothy Wood, CFP (R) Dorothy Wood, CFP (R)'s Frost Investment Advisors Experience
Job Portfolio Manager at Frost Investment Advisors
Industry Investment Management
Experience
Frost Investment Advisors
Skills
Portfolio Management, Asset Managment, Asset Allocation, Equities, Pensions, Investment Management, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, Financial Analysis, Investments, Retirement Planning
Education
Texas State University-San Marcos
Frost Investment Advisors
Skills
Portfolio Management, Asset Managment, Asset Allocation, Equities, Pensions, Investment Management, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, Financial Analysis, Investments, Retirement Planning
Education
Texas State University-San Marcos
Stephen Coker, CFA, CAIA Stephen Coker, CFA, CAIA's Frost Investment Advisors Experience 2008 - 2014
Job Sector Portfolio Manager: Industrials, Energy & Materials at Silvant Capital Managment
Industry Investment Management
Experience
Silvant Capital Management August 2015 - Present
Frost Investment Advisors 2008 - 2014
Edge Asset Management 2001 - 2008
Trusco Capital Management (SunTrust Bank) 1997 - 2001
Confederation Life Insurance 1991 - 1995
Education
Georgia Institute of Technology 1985 — 1990
BS, Management
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Silvant Capital Management August 2015 - Present
Frost Investment Advisors 2008 - 2014
Edge Asset Management 2001 - 2008
Trusco Capital Management (SunTrust Bank) 1997 - 2001
Confederation Life Insurance 1991 - 1995
Education
Georgia Institute of Technology 1985 — 1990
BS, Management
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Michael Cochran, CFP® Michael Cochran, CFP®'s Frost Investment Advisors Experience June 2014 - Present
Job Portfolio Manager
Industry Financial Services
Experience
Frost Investment Advisors June 2014 - Present
Kanaly Trust Company June 2011 - August 2013
Kanaly Trust Company September 2007 - June 2011
JWA Financial Group, Inc. January 2007 - September 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Investment Advisory, Mutual Funds, Finance, Asset Allocation, Tax, Estate Planning, Strategic Financial..., Bloomberg Terminal, Performance Reporting, Microsoft Excel, Certified Financial..., Financial Analysis, Financial Planning
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Professional MBA
Texas A&M University 2012 — 2013
Graduate Certificate in Advanced International Affairs
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Nolan Catholic High School
Frost Investment Advisors June 2014 - Present
Kanaly Trust Company June 2011 - August 2013
Kanaly Trust Company September 2007 - June 2011
JWA Financial Group, Inc. January 2007 - September 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Investment Advisory, Mutual Funds, Finance, Asset Allocation, Tax, Estate Planning, Strategic Financial..., Bloomberg Terminal, Performance Reporting, Microsoft Excel, Certified Financial..., Financial Analysis, Financial Planning
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Professional MBA
Texas A&M University 2012 — 2013
Graduate Certificate in Advanced International Affairs
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Nolan Catholic High School
Rocky McAshan, CFA Rocky McAshan, CFA's Frost Investment Advisors Experience April 2009 - Present
Job Regional Portfolio Manager at Frost Investment Advisors
Industry Investment Management
Experience
Frost Investment Advisors April 2009 - Present
Frost Bank April 1981 - April 2009
Skills
Portfolio Management, Investments, Asset Allocation, Asset Managment, Investment Management, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Credit Analysis, Valuation, Banking
Education
The University of Texas at Austin 1968 — 1970
MBA, Finance
Rice University 1964 — 1968
BA, Economics & Accounting
Frost Investment Advisors April 2009 - Present
Frost Bank April 1981 - April 2009
Skills
Portfolio Management, Investments, Asset Allocation, Asset Managment, Investment Management, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Credit Analysis, Valuation, Banking
Education
The University of Texas at Austin 1968 — 1970
MBA, Finance
Rice University 1964 — 1968
BA, Economics & Accounting
Antonio Debouse's Frost Investment Advisors Experience July 2014 - Present
Job Fixed Income Research Analyst at Frost Investment Advisors
Industry Financial Services
Experience
Frost Investment Advisors July 2014 - Present
Wells Fargo September 2013 - July 2014
Trinity University Student-Managed Fund August 2012 - May 2013
Trinity University August 2012 - May 2013
Planto Roe Financial Services June 2012 - August 2012
Higginbotham June 2010 - May 2011
Skills
Teamwork, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Public Speaking, English, Data Analysis, Banking, Management, Risk Management, Forecasting, Accounting, Finance, Investments, Marketing
Education
Trinity University 2009 — 2013
Bachelor's of Science in Business Administration, Finance and Economics
All Saints' Episcopal School 2005 — 2009
High School Diploma
Frost Investment Advisors July 2014 - Present
Wells Fargo September 2013 - July 2014
Trinity University Student-Managed Fund August 2012 - May 2013
Trinity University August 2012 - May 2013
Planto Roe Financial Services June 2012 - August 2012
Higginbotham June 2010 - May 2011
Skills
Teamwork, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Public Speaking, English, Data Analysis, Banking, Management, Risk Management, Forecasting, Accounting, Finance, Investments, Marketing
Education
Trinity University 2009 — 2013
Bachelor's of Science in Business Administration, Finance and Economics
All Saints' Episcopal School 2005 — 2009
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY